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Jul 17, 2026, 16:45 Nikhil Kamath Turned Market Access Into a Media Platform. Influence Now Needs Clearer Boundaries

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HBM

Sanjay Mehrotra, Chairman, President and Chief Executive Officer of Micron Technology

Sanjay Mehrotra Turned Micron’s Memory Shortage Into Long-Term Contracts. Now He Has to Stop the Boom From Rebuilding the Glut

Sanjay Mehrotra has used AI-driven scarcity to secure five-year customer commitments and record margins at Micron. The harder task is expanding supply without financing the next memory glut.