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

Micron CEO Sanjay Mehrotra projects that memory and storage supply will remain tight through 2028 due to surging demand driven by artificial intelligence. Despite record revenue and planned capacity expansions, the company currently sees no clear path to balancing supply and demand.
Why it matters
Persistent memory shortages could inflate hardware costs and constrain the growth of AI infrastructure and consumer electronics globally.
Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026 | TechPowerUp
Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026
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