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Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026

What happened

Micron CEO Sanjay Mehrotra says memory and storage supply will likely be much tighter in 2027 and 2028 than it was in 2026. He made the remarks during Micron's fiscal Q4 2026 earnings call on September 30, where the company reported record quarterly revenue of $54.2 billion. Here's what he...

Summary assembled by rule from the sources below

Why it's spreading

Discussion2 sources are covering it, Hacker News first
Discussion2 new signals from 2 sources in the last 6h
DiscussionCommunity discussion only (2 posts), not yet corroborated

Timeline

12:48
First appeared on Hacker NewsHacker News
14:58
Discussion started on Lemmy TechnologyLemmy Technology

Sources

Community

Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026Lemmy Technology2 h ago
Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026Hacker News4 h ago