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Mmastodon TechnologySemiconductors first seen 1 d ago, last 12 h ago, peak #3

Micron CEO Warns Memory Supply Tightening in 2027-2028

Original: Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026 https://www.techpowerup.com/353296/micr

Micron's chief executive says memory supply will be considerably tighter in 2027 and 2028 than in 2026, signaling potential price increases and shortages ahead. The comments point to demand from AI data centers outpacing memory production capacity, and chip industry watchers are weighing what the forecast means for component costs and PC builders.

Why now: Concerns over AI-driven memory demand outstripping supply and its impact on prices

Micronmemory marketsemiconductor industry

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