The Memory Era Begins — Whether Wall Street Believes It or Not Jim Cramer stood inside Micron’s Boise fab on August 20, 2026, and let Sanjay Mehrotra do something most CEOs avoid: he made a claim that rewrites the semiconductor playbook. “There is no AI without memory,” Mehrotra said. “AI systems need more memory.” That’s not marketing. That’s physics. And for anyone who actually runs...