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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 · 2026-10-01 · 1 upvotes

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* Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026
359 pts · 417 comments · node

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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 · node
* RAM supply set to worsen, says Micron, as CEO celebrates ‘much higher’ prices
theregister.com · node
* 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 · node
* US fab construction costs twice as much, takes twice as long as Taiwan
tomshardware.com · node
* https://boisedev.com/news/2026/08/20/micron-to-build-10-billion-research-lab-in-boise/
boisedev.com · node

─── Related hn threads ─────────────────────────────────

* RAM supply set to worsen, says Micron, as CEO celebrates 'much higher' prices
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* Micron projects tightening RAM shortages through 2028, generates record profit
4 pts · 1 comment · node