Micron CEO Sanjay Mehrotra says RAM shortages will persist into 2028 and perhaps beyond, and customers will pay "much higher prices" than they did this year (Simon Sharwood/The Register)
Micron told investors the memory crunch has years left to run, with pricing still rising.
The note points to Micron’s blowout quarter and guidance, driven by AI infrastructure demand. It says CEO Sanjay Mehrotra expects RAM shortages to persist into 2028 and possibly longer. Customers should expect to pay “much higher prices” than they did this year. Techmeme’s note
The note points to Micron’s blowout quarter and guidance, driven by AI infrastructure demand. It says CEO Sanjay Mehrotra expects RAM shortages to persist into 2028 and possibly longer. Customers should expect to pay “much higher prices” than they did this year. Techmeme’s note
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