Memory executives expect RAM shortage to continue through 2028 - Ars Technica — SkimNews
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- Memory industry executives expect the global RAM shortage to continue through 2028, per Ars Technica.
- Micron posted an 11-fold jump in data center revenue and 87% gross margins, with shares rising on the results, per CNBC and Yahoo Finance.
Why it matters: A multi-year RAM shortage gives memory makers like Micron sustained pricing power and means higher component costs for PC and data center buyers through at least 2028. Micron's 11-fold data center revenue growth and 87% gross margins show the demand squeeze is already flowing through to the P&L.
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