signalHacker News Best2026-10-02
Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026
Micron CEO Sanjay Mehrotra said on the fiscal Q4 2026 earnings call that memory and storage supply will be much tighter in 2027 and 2028 than in 2026, with no line of sight to supply-demand balance. The company reported record quarterly revenue of $54.2 billion, and more than 75% of its 2027 output is already committed to customers. DRAM prices rose in the high-teens percent and NAND about 30% last quarter, while new capacity from the Idaho ID2 fab is not expected until late 2028.
- for who
- Memory purchasers and technology planners
- why now
- Memory prices rising now, tight supply through 2028, raising costs for AI startups.
- what changes
- They must plan for continued price increases and allocation constraints through 2028.
- to do
- Secure long-term supply agreements early, as 75% of 2027 output is already committed.
key points
- Micron CEO predicts tighter memory supply in 2027-2028 than 2026
- Record Q4 revenue of $54.2 billion; 75% of 2027 output committed
- DRAM prices rose high-teens, NAND up 30%, Idaho fab late 2028
#memory supply#ai hardware#industry trends
score
score 7 out of 10. 0-10: how dense the facts are, multiplied by how much you can do with them after reading. 8+ means the topic's evidence bar is met: benchmarks and availability for a new model, amount and investors for a funding round, revenue figures for a solo-money story. Below 5 an item does not enter the digest. A press release scores 3 or less, a reprint loses 2, anything older than 14 days loses 1, a headline that misleads loses 3.
read the source