Micron says memory shortage will ‘persist’ beyond 2026
Micron, a leading memory supplier, reports record revenue of $13.64 billion due to the AI boom but forecasts a persistent memory shortage beyond 2026. CEO Sanjay Mehrotra cites tight industry conditions and high demand for AI data centers, impacting global RAM supply and potentially affecting PC shipments.
Supply will remain substantially short of the demand for the foreseeable future.