Industry demand has strengthened since our last earnings call, and we expect memory and storage supply-demand conditions to be much tighter in fiscal 2027 and 2028 than they were in 2026. AI is becoming super intelligent, and memory enhances this intelligence and the competitiveness of our customers’ platforms. Even with additional industry DRAM clean room space plans with robust demand trends, including new upside requests from customers, we do not have line of sight to when supply and demand will return to balance.
Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026
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Not entirely sure which parts exactly drive it, but memory will be a big part of it and certainly the prices are madness. I had to buy a new laptop in April, already cost a fortune then. Looking through some bookmarks I came across the model again today. As far as I could see at a quick glance the exact same configuration now costs somewhere around £900 more….