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Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026

techpowerup.com · first added by @hickz
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Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026 359 pts · 417 comments · Oct 2026 359 pts · 417 comments · Oct 2026
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Micron projects tightening RAM shortages through 2028 as it generates record profit — record 86.25% gross margin drives over $53 billion in quarterly profit tomshardware.com tomshardware.com
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RAM supply set to worsen, says Micron, as CEO celebrates ‘much higher’ prices theregister.com theregister.com
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Chinese CXMT DRAM doesn't look like the budget savior many were expecting — new modules enter the market, but prices still track the big three tomshardware.com tomshardware.com
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US fab construction costs twice as much, takes twice as long as Taiwan tomshardware.com tomshardware.com
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https://boisedev.com/news/2026/08/20/micron-to-build-10-billion-research-lab-in-boise/ boisedev.com boisedev.com
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related HN threads · 2
RAM supply set to worsen, says Micron, as CEO celebrates 'much higher' prices 3 pts · 1 comment · Oct 2026 3 pts · 1 comment · Oct 2026
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Micron projects tightening RAM shortages through 2028, generates record profit 4 pts · 1 comment · Oct 2026 4 pts · 1 comment · Oct 2026
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