CEO Center

Micron's chief executive says memory chip supply will be considerably tighter in 2027 and 2028 than in 2026, signaling continued strain on DRAM and NAND availability. The comments point to strong demand, likely driven by AI data centers, outpacing manufacturing capacity and suggest higher prices and allocation pressures for memory buyers over the coming years.

Micron's chief executive said the memory chip market will be considerably tighter in 2027 and 2028 than in 2026, signaling potential supply shortages and higher prices ahead. The warning comes amid booming demand for memory from AI data centers, which has already strained DRAM and NAND capacity, leaving buyers and investors weighing what a tighter market means for costs across the tech industry.