{"id":456006,"date":"2025-12-18T17:41:11","date_gmt":"2025-12-18T17:41:11","guid":{"rendered":"https:\/\/www.europesays.com\/us\/456006\/"},"modified":"2025-12-18T17:41:11","modified_gmt":"2025-12-18T17:41:11","slug":"micron-says-memory-shortage-will-persist-beyond-2026","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/456006\/","title":{"rendered":"Micron says memory shortage will \u2018persist\u2019 beyond 2026"},"content":{"rendered":"<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1ymtmqpi _17nnmdy1 _17nnmdy0 _1xwtict1\">Micron, one of the three biggest memory suppliers in the world, forecasts rough months ahead for the global RAM supply. As <a href=\"https:\/\/investors.micron.com\/news-releases\/news-release-details\/micron-technology-inc-reports-results-first-quarter-fiscal-2026\" target=\"_blank\" rel=\"noopener\">part of its earnings report<\/a> released on Wednesday, Micron CEO Sanjay Mehrotra said \u201ctight industry conditions\u201d across DRAM and NAND flash memory are expected to \u201cpersist through and beyond\u201d 2026 as AI drives up demand.<\/p>\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1ymtmqpi _17nnmdy1 _17nnmdy0 _1xwtict1\">With the AI boom in full swing, Micron is making more money than ever as companies like OpenAI, Meta, Microsoft, and Google fill their data centers with powerful chips that come packaged with high-bandwidth memory (HBM). It once again reported record revenue of $13.64 billion this past quarter, a sizeable jump from the $8.71 billion it made at the same time last year.<\/p>\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1ymtmqpi _17nnmdy1 _17nnmdy0 _1xwtict1\">\u201cOver the last few months, our customers\u2019 AI data center build-out plans have driven a sharp increase in demand forecast for memory and storage,\u201d Mehrotra said during the earnings call, adding that \u201csupply will remain substantially short of the demand for the foreseeable future.\u201d Micron said in its earnings report that these \u201cmemory supply constraints\u201d may affect PC shipments next year.<\/p>\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1ymtmqpi _17nnmdy1 _17nnmdy0 _1xwtict1\">Micron aims to ramp up production and expects to increase its shipments of DRAM and NAND flash memory by 20 percent next year, but that still isn\u2019t enough to keep up. \u201cDespite significant efforts, we are disappointed to be unable to meet demand from other customers across all market segments,\u201d Mehrotra said. Micron also expects to start production at a new manufacturing facility in Idaho in 2027, followed by a new plant in New York in 2030.<\/p>\n","protected":false},"excerpt":{"rendered":"Micron, one of the three biggest memory suppliers in the world, forecasts rough months ahead for the global&hellip;\n","protected":false},"author":3,"featured_media":456007,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[393,50,9597,242,158,67,132,68],"class_list":{"0":"post-456006","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-technology","8":"tag-gaming","9":"tag-news","10":"tag-pc-gaming","11":"tag-tech","12":"tag-technology","13":"tag-united-states","14":"tag-unitedstates","15":"tag-us"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/115741805022651688","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/456006","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=456006"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/456006\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/456007"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=456006"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=456006"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=456006"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}