Micron’s earnings and the debate over AI memory’s boom-bust cycle

Micron’s earnings have renewed debate over whether AI memory demand will change the company’s boom-bust cycle. One commentator argues that supply commitments extending into 2031 point to a lasting shift. Another says investors may be wary because they cannot predict Micron’s earnings years ahead. A separate earnings recap says Micron management expects DRAM and NAND supply to remain tight until at least 2028.