Micron Technology: Structural Demand Is Replacing Cyclical Volatility (NASDAQ:MU)

Industry Overview - The global semiconductor industry is undergoing a significant transition from consumer-driven hardware cycles to a demand structure driven by the intense requirements of AI infrastructure [1] - Memory components are playing a crucial role in this shift, indicating a change in market dynamics [1] Market Dynamics - The shift towards AI infrastructure is expected to reshape the semiconductor market, leading to new opportunities and challenges for companies within the sector [1]