Recent claims suggest AI now consumes more than half of all the world’s RAM memory and this is just the beginning.
According to Micron Technology’s fiscal Q2 2026 earnings call, CEO Sanjay Mehrotra stated that AI demand is driving data center bit requirements for DRAM and NAND to exceed 50% of the total industry TAM for the first time in calendar 2026.
Micron can currently fulfill only about 50-67% of key customers’ requirements.