Micron has warned investors that global RAM shortages will persist into 2028, with CEO Sanjay Mehrotra pointing to AI-driven demand for high-bandwidth memory.
Micron has warned investors that global RAM shortages will persist into 2028, with CEO Sanjay Mehrotra pointing to AI-driven demand for high-bandwidth memory.
They’re buying out “years” of future capacity. Years. The pie isn’t shrinking much. When the bubble pops things will improve. Not a moment before.