Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026 - techpowerup.com — SkimNews
Get the Tech newsletter
Daily tech — startups, AI labs, chips, the launches that shape the next decade. Free.
- Micron's CEO projected memory supply will be much tighter in 2027 and 2028 than in 2026, signaling a worsening shortage beyond the current cycle.
- Micron's DRAM revenue surged 343% year-over-year on the RAM shortage, with Barron's flagging the chipmaker's 87% gross margin as a problem despite record profitability.
Why it matters: For memory buyers across AI, cloud, and consumer electronics, Micron's two-year-forward supply warning extends pricing and allocation pressure well past the current cycle. Micron itself faces a paradox — record 87% gross margins are being read as unsustainable, and MarketWatch notes the stock isn't lifting on the strong earnings report.
Ask SkimNews
