This technology is driving 'UNPRECEDENTED' demand for memory: Micron CEO
Mehrotra described AI-driven memory demand as unprecedented and reiterated that Micron's supply is sold out well ahead of capacity additions.
Sanjay Mehrotra
President & CEO, Micron Technology, Inc. (MU)
The CEO view
CEO since 2017, previously co-founded SanDisk. Leading Micron through AI-driven memory demand surge.
Podcasts, interviews & articles
10 recorded appearances
2026
Micron CEO Sanjay Mehrotra sits down with Jim Cramer
Post-results conversation on product demand, Micron's role in the AI buildout, and how HBM allocation is being managed.
The Memory Pioneer: Sanjay Mehrotra on SanDisk, Micron, and the AI Infrastructure Boom
A rare long-form interview covering his SanDisk founding years and his argument that the AI race is a memory race as much as a compute race.
Micron CEO Sees Memory Chip Shortage Lasting Beyond 2026
Mehrotra said industry-wide memory tightness would persist past 2026 and detailed Micron's expansion of US DRAM manufacturing.
Grand Keynote: Innovation, Impact and What's Next: A Fireside Chat
Fireside chat on Micron's transformation into a memory and AI-infrastructure leader, and why memory and storage have become central to the semiconductor renaissance.
Micron CEO Sanjay Mehrotra: Memory chip supply is tight, we can't deliver enough to customers
Mehrotra conceded Micron cannot meet customer demand at current capacity, framing the shortage as structural rather than cyclical.
Micron CEO Sanjay Mehrotra highlights India as innovation hub, expands memory & AI tech
Mehrotra positioned India as a growing engineering and assembly-test hub for Micron and discussed the local expansion roadmap.
MICRON'S ASIA STRATEGY | CEO Sanjay Mehrotra speaks to CNA in an exclusive interview
Short exclusive on Micron's Asia manufacturing footprint and how it balances geographic concentration against customer demand.
Micron CEO Sanjay Mehrotra: Focused on increasing supply amid tight memory market
Mehrotra said the company's priority is bringing on supply rather than chasing price, given how tight the memory market had become.
Watch CNBC's full interview with Micron CEO Sanjay Mehrotra
Interview around Micron's new Syracuse, NY fab, data-center memory demand, and the US manufacturing buildout.