Micron’s (MU) Rally Looks Big. The AI Memory Story Still Looks Bigger
Micron’s strong presence in the mobile DRAM market has also enabled it to benefit from the growing penetration of AI-enabled smartphones. According to Counterpoint Research, GenAI-capable smartphone shipments are expected to have surpassed 400 million in 2025. Smartphone makers’ quest to embrace on-device AI capabilities has led to a massive surge in memory density per device. This is where Micron becomes a big winner...Read more
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Counterpoint Research is a global industry and market research firm providing market data, intelligence, thought leadership and consulting across the technology ecosystem. We advise a diverse range of global clients spanning the supply chain – from chipmakers, component suppliers, manufacturers and software and application developers to service providers, channel players and investors. Our veteran team of analysts serve these clients through our offices located across the key innovation hubs, manufacturing clusters and commercial centers globally. Our analysts consistently engage with C-suite through to strategy, market intelligence, supply chain, R&D, product management, marketing, sales and others across the organization. Counterpoint’s key coverage areas: AI, Automotive, Cloud, Connectivity, Consumer Electronics, Displays, eSIM, IoT, Location Platforms, Macroeconomics, Manufacturing, Networks & Infra, Semiconductors, Smartphones and Wearables.