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...
Right? In what world? This year we saw CXMT come online and they claim they’re going to handle most of China’s supply, so that’s a whole fucking country Micron/SK/Samsung are losing on. Then also we’ve seen datacenter buildouts slowing down and not being financed. So supply is going up and demand is going down. Now I’m not a big city economist, but in my books all that points to at minimum not the situation getting worse.
Might Micron be a bit sad they left the consumer market who is frothing at the mouth for RAM?