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Micron Technology: From Memory Commodity to AI Infrastructure Powerhouse

Micron Technology: From Memory Commodity to AI Infrastructure Powerhouse

Update: 2025-12-18
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Micron Technology (NASDAQ: MU) is often described as a memory and storage company—but that label significantly understates what the company has become. While memory has historically been viewed as a commodity business, Micron’s recent performance and strategic positioning suggest a very different story.

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Micron Technology: From Memory Commodity to AI Infrastructure Powerhouse

Micron Technology: From Memory Commodity to AI Infrastructure Powerhouse

Krish Palaniappan and Varun Palaniappan