Micron CEO Sanjay Mehrotra: The AI Data Center Transformation

Micron CEO Sanjay Mehrotra discusses his journey in the semiconductor industry and the growing strategic importance of the memory industry in the age of AI. He highlights innovation in high bandwidth memory (HBM), which enables faster data access and lower power consumption. Sanjay also discusses Micron’s plans to build new U.S. semiconductor factories and the role of the CHIPS Act in bringing semiconductor manufacturing back to the U.S. He shares his insights on the resurgence of hardware innovation and what it takes to drive technological leadership in a rapidly evolving industry. Chapters 00:00 Introduction and Background 08:10 The Resurgence of the Semiconductor Industry 17:34 The Importance of High Bandwidth Memory 23:13 Bridging the Cost Gap: The Role of the CHIPS Act 27:57 Investing in Workforce Development 31:01 Building New Fabs to Meet the Growing Demand Links https://www.ktvb.com/article/news/local/microns-memory-chip-manufacturing-facility-officially-begins/277-7caa484a-c16f-4ea2-aa42-cbce86fae0c3 https://www.reuters.com/technology/micron-set-get-6-billion-chip-grants-us-bloomberg-reports-2024-04-17/ https://www.nytimes.com/2022/10/04/technology/micron-chip-clay-syracuse.html https://www.cnbc.com/2024/05/14/ai-boom-to-keep-supply-of-high-end-memory-chips-tight-through-2024.html https://www.youtube.com/watch?v=q5OY7D_JfoY&t=1s