Micron Reveals Three Culprits Behind Memory Crunch—and Why It Won’t Ease Soon

At its December 18 earnings call, Micron reportedly acknowledged that it is currently able to meet only around 55%–60% of core customer demand, while warning that the memory supply crunch is likely to persist beyond 2026. Here’s a closer look at the factors driving the tight supply, the ripple effects across the market, and why […]

Agentic AI: Preparing for the Hybrid Infrastructure Surge

Source: Fusion Green Sheet Agentic AI is accelerating a fundamental shift in how enterprises design and operate their hardware environments. As organizations move autonomous AI agents from controlled pilots into real production workflows, they are encountering new performance requirements that ripple across memory, compute, interconnect, and power systems. These changes are beginning to reshape demand […]