{
  "id": 11267242,
  "title": "Micron Projects Tightening RAM Shortages Through 2028 As It Generates Record Profit",
  "url": "https://urgent.news/2026/10/01/micron-projects-tightening-ram-shortages-through-2028-as-it-generates-11267242",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-10-01T20:00:00.000Z",
  "source": {
    "name": "Slashdot",
    "slug": "slashdot",
    "url": "https://hardware.slashdot.org/story/26/10/01/1822222/micron-projects-tightening-ram-shortages-through-2028-as-it-generates-record-profit"
  },
  "original_language": "en",
  "account": "Micron predicts that the RAM and storage shortage will intensify through 2027 and 2028. CEO Sanjay Mehrotra revealed that the company has already utilized most of its capacity for the following year. Both 2027 and 2028 will experience demand surpassing supply, with the industry's tightness worsening compared to 2026. Mehrotra stated that they have no indication when supply and demand will balance out. Although the memory and storage industry is ramping up production, shipments of NAND and DRAM are expected to increase by 20s of percent over the next two years, which is insufficient to meet the growing demand. Manufacturers are concentrating on HBM chips for AI data centers, anticipating shipments to grow at a faster pace than standard DRAM. Despite the ongoing multi-year memory chip shortage, Micron reported record financial guidance, projecting a $61.5 billion FQ1 revenue and an 86.25% gross margin. This translates to a gross profit exceeding $53 billion, with an estimated earnings per share of $38.15, ranging from $37.15 to $39.15 based on a tax rate of around 15.5% and approximately 1.15 billion shares.",
  "summary": "Micron says the global RAM and storage shortage will tighten further through 2027 and 2028, with CEO Sanjay Mehrotra saying the company has already sold most of next year's capacity. \"In calendar 2027 as well as 2028, we see demand exceeding supply. In fact, we see greater tightness in the industry in 2027 and in 2028 versus 2026. Overall, supply-demand environment is only getting tighter,\"…",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Tom's Hardware",
        "title": "Micron projects tightening RAM shortages through 2028 as it generates record profit",
        "url": "https://urgent.news/2026/10/01/micron-projects-tightening-ram-shortages-through-2028-as-it-generates",
        "published": "2026-10-01T12:50:00.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}