Micron CEO says it'll be tougher to get memory in the next couple of years than it is today, and keeps saying it over and over again
Alright, I get it already.
Micron CEO Sanjay Mehrotra has warned that it will be even more difficult to secure memory chips in the next couple of years than it is currently. This prediction is made amid an upturn in the company's business, which could negatively impact investors. Industry demand for memory has increased since Mehrotra's last earnings call, and they anticipate that supply-demand conditions for memory and storage will be much tighter in fiscal years 2027 and 2028 compared to 2026.
This shortage is primarily attributed to the growing demand for AI technologies, such as agents, larger models, and increased context. The issue is not exclusive to Micron, as Samsung recently warned about the surge in demand for High Bandwidth Memory (HBM), which is heavily utilized in AI accelerators. The limited capacity of new fabrication plants and the slow ramp-up times after production start-ups exacerbate the situation, potentially limiting DRAM supply.
This situation will likely lead to continued price increases throughout the upcoming years, affecting product launches, market prices, and new generations of graphics cards, consoles, and CPUs.
Written by urgent.news from PC Gamer's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
