Micron Technology, every mention
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tap a year for its mentions
every year anyone Ben Thompson 2Reiner Pope 1
Verbatim, from the transcripts: the passages where Micron Technology comes up
Reiner Pope of MatX on accelerating AI with transformer-optimized chips
- ▶ 19:08 Reiner Pope Uh, Logic Dies from typically TSMC, maybe Samsung, or HBM, which are the big three HBM vendors, Hynix, Samsung, and Micron.
Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
- ▶ 1:08:03 Ben Thompson Like Micron just announced, like, uh, they're a huge new fab in Singapore, like, right. 2 times in the scene