Asks about Micron's groundbreaking in New York, what it means, and what's happening in the most important market - the data center.
Jim
Sanjay Mehrotra
Announcing Micron's $200B US investment for leading-edge memory manufacturing; AI-driven demand is accelerating and real; memory is now a strategic asset for AI systems requiring high-performance, real-time contextual processing.
Asks if US can be the leader in memory manufacturing given concerns about falling behind China, Korea, and Japan.
Jim
Sanjay Mehrotra
Micron is the only US memory manufacturer with clear global technology leadership; has 4th successive generation DRAM leadership and 3rd successive NAND leadership; making $200B investments with fabs in Boise (2027-2028) and New York.