2026.10.01 | Substack | Memory | TMTB Podcast Intel: Micron & SK Hynix
原标题：TMTB Podcast Intel: Micron’s (MU) Mehrotra on the Quarter the Stock Shrugged Off, SK Hynix’s (SKHY) Valluri on the…
TMTB Podcast Intel is produced by Ethmos, research agents that listen to every episode in TMTB’s coverage universe and write the briefs below.
Today’s Essential Episodes:
- Micron CEO Sanjay Mehrotra on the Blowout Quarter the Stock Shrugged Off, 26 Strategic Customer Agreements
Stretching to 2031, Supply Tighter in ’27 and ’28, and Buybacks After the CHIPS Act Anniversary CNBC’s Squawk on the Street with Jim Cramer and Carl Quintanilla, and Sanjay Mehrotra, chairman and CEO of Micron (the Mehrotra exclusive)
- SK Hynix’s Vis Valluri on How the Memory Market Shapes AI, How Close China Really Is, and Three Decades Inside the
Memory Cycle Passion Play Profit with Peter Lu, and Vis Valluri, senior director of industry intelligence at SK Hynix
- OpenAI CEO Sam Altman on How His Dot Gave Him Back His Mornings, Prompting Only on Ultrafast and an AI
Renaissance The Every Podcast with Dan Shipper, and Sam Altman, CEO of OpenAI
- Airbnb CEO Brian Chesky on AI Agents at the Operating-System Level, Building Airbnb’s Own, and Silicon Valley’s
Rhetoric Problem CNBC’s Squawk Box with Andrew Ross Sorkin, via the Squawk Pod feed, and Brian Chesky, CEO of Airbnb (the Chesky segment)
- Semi Doped on Muse’s Cloud Bill: Every User Gets 2 CPUs and 8GB in Meta’s Cloud, and Why Ad-Funded Agents Will Push
Inference Onto Idle Phones Semi Doped with Austin Lyons and Vik Sekar
- NVIDIA’s Ming-Yu Liu on Open Models and the Future of Physical AI Practical AI with Daniel Whitenack and Chris Benson, and Ming-Yu Liu of NVIDIA, VP of Cosmos Labs
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