$MU Micron at KeyBanc Tech Forum AI scales at the speed of code (digital). Memory scales at the speed of concrete, lithography, advanced packaging and qualification cycles (physical). Structural Difference. "We are looking at the next few years of such dramatic growth coming from AI. When you step back and think about it, a lot of this growth is coming in the digital domain, but the supply that we have to create for it happens in the physical domain. This difference between demand growing in the digital domain and supply growing in the physical domain is a structural challenge because I do not think there is adequate appreciation for how long it takes for that supply vector to catch up." -Sumit Sadana, Chief Business Officer, Micron Technology, Inc. (MU) at KeyBanc Capital Markets Techn
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