AI servers will need much more memory. And you know who's going to be there? Yep, big daddy Micron

Micron has started to separate from Intel in NAND production, just days after whipping the veil off its 7.68TB QLC SSD, and CEO Sanjay Mehrotra and pals are keen to chat up analysts about their vision of the coming "New Micron". Earlier this week, Mehrotra told an assembly of business-botherers that the markets were …

[HamsterNet]

Price fixing

Wonder if they will finally start ramping up production and help end the current volume fixing agreement the memory makers are engaged in to push up the prices to their current redicilous high levels.

[Roj Blake]

Re: Price fixing

All of the manufacturers increased supply during 2017.

But not by as much as the increase in demand.

[Korev]

Citation?

>Mehrotra told listening analysts that AI servers require six times the amount of DRAM and twice the amount of SSDs compared with standard servers.

I'd love to know where he got this from!