Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026
Micron's CEO has forecasted a much tighter memory supply in 2027 and 2028 compared to 2026. This forecast is based on increasing industry demand for memory and storage. AI technology is becoming more advanced and memory plays a crucial role in enhancing the intelligence and competitiveness of customers' platforms. Despite plans for additional DRAM clean room space, the company does not know when supply and demand will balance.
The markup on memory is considered excessive, suggesting potential collusion between memory manufacturers and AI companies to price the average consumer out of their products. This would limit data sovereignty for the average person, making private AI unattainable for those who cannot afford the high costs.
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