Micron's CEO Says This Is When There Could Be More Supply of Memory Products in the Market - The Globe and Mail

Micron Technology CEO Sanjay Mehrotra recently indicated that while supply in the memory and storage market is expected to gradually improve by 2028, current shortages will persist for a considerable ... Read original →

Micron’s CEO signaling supply relief only by 2028 reveals a structural mismatch between AI-driven memory demand and advanced-node capacity ramp. Technically, HBM and LPDDR5X have become critical bottlenecks for Nvidia and Apple, forcing OEMs to pre-book wafers and squeezing mainstream DRAM allocation. On compliance, U.S. export controls compel Micron to reprice its China-based assembly/test operations, inflating supply chain redundancy costs. With Samsung accelerating HBM3E volume production and SK Hynix locking in Microsoft Azure commitments, Micron risks losing AI server share unless it cracks CoWoS-integrated memory packaging. Over the next 12–24 months, even with rising capex, equipment lead times and yield learning curves will delay supply response—making price volatility structural, not cyclical, as geopolitics reshapes semiconductor geography.