Storage industry giant Micron Technology set multiple performance records in its second fiscal quarter. Micron CEO Sanjay Mehrotra stated that the current AI wave is still in its 'early stages,' with the inference side reaching a turning point for development. The surge in demand for Token generation has placed higher requirements on the speed and capacity of memory. However, the storage industry is currently facing tight supply, and capacity expansion poses challenges. Micron predicts that AI demand for DRAM and NAND will exceed 50% of the total industry market size this year. On the technical front, Micron is actively responding to the iterative demands of HBM standards in the GPU sector, expecting the yield rate of HBM3 processes to gradually mature, while HBM4E memory is set to achieve mass production next year. In the mobile device and server markets, LPDDR has become the preferred memory solution. Micron showcased its high-capacity LPCAMM2 modules and provided DDR5 memory for NVIDIA. Despite the gloomy outlook for the consumer electronics market, with Micron anticipating a low double-digit decline in PC and mobile device sales, the mainstream configuration for PCs running AI agent workflows locally still requires 32GB. Mehrotra emphasized that memory has become a strategic asset, and Micron will continue to invest in global manufacturing to meet market demand, expecting the third fiscal quarter's performance to reach new heights.