Mmastodon TechnologySemiconductors first seen 19 h ago, last 1 h ago, peak #3
Micron CEO warns memory supply will tighten sharply after 2026
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 said the memory market will be considerably tighter in 2027 and 2028 than in 2026, signaling potential shortages and higher prices for DRAM and NAND. The remarks point to demand from AI data centers outpacing supply, and analysts and hardware buyers are weighing what that means for chip pricing and PC component costs.
Why now: Memory chip demand from AI is raising expectations of future shortages and price increases.
MicronSemiconductor industryAI data centers
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Evidence
- Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026 https://www.techpowerup.com/353296/micron-ceo-says-memory-supply-will-be-much-tighter-in-2027-and-2028-than-in-2026 # HackerNews # Tech # Semiconductors · hackernews@robot.villas · 2
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