CEO, President & Chairman, Micron Technology
Search every verified Sanjay Mehrotra interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Sanjay Mehrotra, chairman, president, and CEO of Micron Technology, has been active in public appearances discussing the company's role in the AI-driven memory market. During Micron's fiscal third quarter 2026 earnings call on June 26, he stated that the company had signed 16 strategic customer agreements, which he said would "fundamentally transform our business model." He described AI as being in "very, very early innings" and said that demand for memory would remain robust, with supply tightness persisting "beyond 2027." In a May 2026 interview with Bloomberg, Mehrotra said Micron was meeting only "50% to about 2/3" of customer demand and that the company was working to bring up supply with discipline. At TiEcon 2026 in June, Mehrotra received a "Lifetime of Transformations Award." During his acceptance remarks, he said the memory and storage market was projected by industry experts to reach $600 billion by 2030, up from earlier expectations of $300 billion. He called memory "a strategic asset" and said Micron was focused on bringing "leading edge innovation products" to large-scale manufacturing. In a separate fireside chat at the same conference, he described Micron as a "national treasure" and said the company aimed to become a "national semiconductor champion in manufacturing." He also highlighted Micron's investments of $200 billion in the U.S., including expansions in Manassas, Virginia; Boise, Idaho; and Syracuse, New York.
“We are excited to announce that we have now signed 16 strategic customer agreements or SCAs, which we expect will fundamentally transform our business model. The memory industry has been structurally transformed by the proliferation of AI.”
“We expect tight conditions to persist beyond calendar 2027 as a result of AI-driven demand across all segments coupled with structural supply constraints.”
“Over hundred billion dollars investment here in the US to bring renaissance in semiconductor manufacturing. Micron today is the US semiconductor manufacturing national champion.”
“Memory just few years ago memory and storage were expected to be about $300 billion dollar of total market by 2030 time frame. If you look at industry experts today they are projecting this market is now going to be $600 billion.”
“Memory is at the heart of AI transformation. We call memory a strategic asset and as we look ahead at the opportunities, we are very much focused on bringing leading edge innovation products and supporting them with large scale manufacturing to meet the growing demand for memory.”
“Memory just few years ago memory and storage were expected to be about $300 billion dollar of total market by 2030 time frame. If you look at industry experts today they are projecting this market is now going to be $600 billion.”
“We are excited to announce that we have now signed 16 strategic customer agreements or SCAs which we expect will fundamentally transform our business model.”
“We expect tight conditions to persist beyond calendar 2027. As a result of AI-driven demand across all segments coupled with structural supply constraints, we are excited to announce that we have now signed 16 strategic customer agreements or SCAs which we expect will fundamentally transform our business model.”
“I've been in this industry now for 45-plus years, and this is the most exciting time for our industry. And I truly believe that the best is yet to come. Memory becoming such a key enabler for AI because, you know, today memory is not just about a component in devices like smartphones or PCs. Today, memory is absolutely...”
“Without semiconductors there's no AI and memory is very much the backbone, a key enabler. And, you know, when you as I mentioned earlier, as models get larger, as inference continues to grow, you go from training to inference, you go from data center to edge, you just need more and more memory. More memory, more capaci...”
“I cannot project when supply catches up with demand. We see supply being tight in the industry well beyond 2026 time frame. And again, you have to just look at the fundamentals. How does supply come up? Supply comes up through greenfield fabs. These fabs from shovel in the ground to getting first wafers out takes like...”
“Micron is making investments of $200 billion here in America bringing leading-edge memory manufacturing as well as long life cycle memory manufacturing in the US. Just last Friday, actually, we had the start of our first wafers from an expansion and modernization of our facility in Manassas, Virginia. Very much targete...”
“I would definitely want to correct that impression, and that is something people often have misunderstood about memory, that how hard it is to make memory. I mean, the physics, the chemistry, the material science, all of the engineering that goes into designing these memory chips, producing them in large volume, making...”
“This became really a lesson for me that if you seek success start with tenacity and this is what absolutely shaped my journey through my career and remains a real core value of Micron today. If you look at Micron and its history 47-year history this company has been an amazingly tenacious company and gone through lots...”
“At SanDisk we had competed with Micron. I had tremendous respect for Micron. I absolutely considered it a national treasure and I think you all recognize what a national treasure Micron is today as you see that how Micron is critical to enabling AI.”
Opening remarks by Anita Manwani at TiEcon 2026, followed by the presentation of the Lifetime of Transformations Award to Micron CEO Sanjay Mehrotra. Visit https://tiesv.ai/ Follow us on / tiesv Follow us on / tiesiliconvalley Like us on / tiesiliconvalleychapter Tweet us at https://x.com/tiesv
Anita Manwani welcomes the audience, introduces Sanjay Mehrotra, CEO of Micron, and presents him with the Lifetime of Transformation Award at TiEcon 2026. Visit https://tiesv.ai/ Follow us on / tiesv Follow us on / tiesiliconvalley Like us on / tiesiliconvalleychapter Tweet us at https://x.com/tiesv
06/24/2026 Q&A: 34:06 Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally. It operates through the Cloud Memory Business Unit; Core Data Center Business Unit; Mobile and Client Business Unit; and Automotive and Embedded Business Unit segments. The company provides memory products, including dynamic random access memory components and modules, CXL-based memory, LPDDR components and modules, graphics memory, high-bandwidth memory, and data center memory products;…
In this episode of A Bit Personal, Jodi Shelton sits down with Sanjay Mehrotra, President and CEO of Micron Technology, ...
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Micron President and CEO Sanjay Mehrotra discusses the company's significant expansion of DRAM manufacturing in the US. Speaking with Bloomberg's Tyler Kendall, Mehrotra highlights the importance of this advanced memory technology for critical sectors such as automotive, aerospace, defense, industrial and networking. See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information. Bloomberg Talks curates top interviews from around Bloomberg News. Hear conversations with the biggest names in finance, politics and entertainment. On Bloomberg Talks, we round up interviews…
Micron CEO Sanjay Mehrotra joins 'Squawk on the Street' to discuss the company's latest earnings report, the impacts of artificial intelligence, and more.
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