Micron's CEO Says This Is When There Could Be More Supply of Memory Products in the Market - Yahoo Finance

Micron Technology's CEO, Sanjay Mehrotra, stated that while memory and storage supply shortages are expected to gradually improve by 2028, they are unlikely to be fully resolved in the near term. This... Read original →

Micron’s CEO signaling persistent memory tightness until 2028 underscores how AI-driven demand is reshaping the entire storage stack: HBM and LPDDR5X have become critical bottlenecks for AI accelerators, compelling NVIDIA to secure capacity early. This dependency amplifies geopolitical supply chain risks—while U.S. CHIPS Act subsidies ease capex burdens, export controls and volatility in Taiwan, China and South Korea inflate compliance costs. With Samsung and SK Hynix racing toward HBM4, Micron risks losing premium market share unless it advances co-packaged memory solutions compatible with CoWoS ecosystems. Over the next 12–24 months, Apple may adopt heterogeneous memory architectures to manage input costs, but misaligned industry capex could trigger structural oversupply post-2027, creating a ‘tight-now, loose-later’ tail risk.