Micron forecasts RAM shortage through 2028 as AI demand soars

Micron forecasts RAM shortage through 2028 as AI demand soars

Micron and Samsung executives said on 2 October in upstate New York, United States, that the global shortage of RAM is expected to persist through 2028, with AI-focused memory demand outstripping supply and pushing up prices, according to Ars Technica. The outlook follows Micron chief executive Sanjay Mehrotra’s remarks on the fiscal Q4 2026 earnings call on 30 September that memory and storage availability would become significantly tighter in 2027 and 2028 than in 2026, according to TechPowerUp. The company also warned, as reported by The Register, that demand for DRAM and high-bandwidth memory would outpace supply through 2028 while it posted a sharp rise in revenue and margins.

Analysts noted that Micron is set to become the leading contributor to S&P 500 earnings growth in the upcoming quarter, per MarketWatch, and that its operating income is expected to exceed that of the so-called Magnificent Seven, according to Yahoo Finance. Options-market data showed a modest 7% post-earnings move and a predominantly bullish bias among traders, CNBC reported.

Դերակատարներ

Micron Technology

Տեղադրություններ

upstate New York

Հոդվածներ

Հոկտեմբեր 2, 2026
2 ընդհանուր
Micron Stock: It May Get Worse, Not Better (NASDAQ:MU)
Micron Stock: It May Get Worse, Not Better (NASDAQ:MU)

Seeking Alpha • 2 Հոկ 13:00

Micron Technology's shares have risen more than 500% on strong AI memory demand and record earnings, but analysts warn that high gross margins are unlikely to be sustained and could lead to a valuation correction.

Վստահելիություն 58% Մանիպ. 27% Կենտրոն
Micron is about to do something that would surprise most 'Magnificent 7' investors
Micron is about to do something that would surprise most 'Magnificent 7' investors

Yahoo Finance • 2 Հոկ 09:47

Micron Technology is expected to report operating income that exceeds that of the so-called Magnificent Seven companies, driven by strong demand for its memory chips amid the AI surge.

Վստահելիություն 68% Մանիպ. 32% Կենտրոն
Հոկտեմբեր 1, 2026
3 ընդհանուր
Memory executives expect RAM shortage to continue through 2028
Memory executives expect RAM shortage to continue through 2028

Ars Technica • 1 Հոկ 17:49

Micron and Samsung executives say the global RAM shortage will persist into 2028, with high demand for AI-focused memory outpacing supply and pushing up prices.

Վստահելիություն 72% Մանիպ. 8% Կենտրոն
Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026
Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026

TechPowerUp • 1 Հոկ 12:26

Micron chief executive Sanjay Mehrotra said on the company’s fiscal Q4 2026 earnings call that memory and storage availability will be significantly tighter in 2027 and 2028 than in 2026.

Վստահելիություն 30% Մանիպ. 35% Կենտրոն
RAM supply set to worsen, says Micron, as CEO celebrates ‘much higher’ prices
RAM supply set to worsen, says Micron, as CEO celebrates ‘much higher’ prices

The Register • 1 Հոկ 02:37

Micron said demand will outpace supply of DRAM and high-bandwidth memory through 2028, while reporting a sharp rise in revenue and margins.

Վստահելիություն 78% Մանիպ. 10% Կենտրոն
Սեպտեմբեր 30, 2026
2 ընդհանուր
Micron earnings are only hours away. Here's everything investors need to know.
Micron earnings are only hours away. Here's everything investors need to know.

MarketWatch • 30 Սեպ 12:00

Micron Technology is expected to post a sharp rise in adjusted earnings per share for its August quarter, positioning the chip maker as the leading contributor to S&P 500 profit growth.

Վստահելիություն 68% Մանիպ. 10% Կենտրոն
Micron earnings hit Wall Street after the bell. Here's how options traders are positioned into the report
Micron earnings hit Wall Street after the bell. Here's how options traders are positioned into the report

cnbc.com • 30 Սեպ 11:34

Market makers expect a modest 7% move for Micron Technology after earnings, while options data indicate a predominantly bullish stance among traders.

Վստահելիություն 68% Մանիպ. 22% Կենտրոն
Սեպտեմբեր 23, 2026
1 ընդհանուր
Should You Buy Micron Before Sept. 30? 1 Number Could Send the Stock Soaring
Should You Buy Micron Before Sept. 30? 1 Number Could Send the Stock Soaring

fool.com • 23 Սեպ 04:30

Micron Technology will report fourth-quarter results after the market close on Sept. 30, and analysts say commentary on demand through 2028 may drive the stock more than the immediate financial numbers.

Վստահելիություն 55% Մանիպ. 12% Կենտրոն