Micron Technology – with the 256-GB DDR5 powerhouse on a collision course to new all-time highs! – The 1,000 mark will fall soon!

For me, Micron Technology is one of the most exciting direct beneficiaries of the AI hardware wave – and the recent product offensive confirms my assessment impressively. With the sampling of the new 256-GB DDR5 RDIMM module based on 1-gamma technology, the company delivers exactly what hyperscalers are currently desperately seeking: maximum memory density with significantly reduced energy consumption. Data rates of up to 9,200 MT/s and a power consumption reduced by over 40% compared to previous 128-GB solutions are real killer arguments in a...