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Micron expects memory supply to get tighter in 2027 and 2028
Micron thinks the memory market will get worse in 2027/2028, and they love it During its Q4 2026 earnings call, Micron CEO Sanjay Mehrotra said he expects memory and storage demand conditions to “be much tighter” in 2027/2028. In other words, he expects the memory and storage sup…
Micron CEO says it'll be tougher to get memory in the next couple of years than it is today, and keeps saying it over and over again
Alright, I get it already.
Memory Giant Micron Records Staggering 380% Surge In Revenue Thanks To The AI Boom
American semiconductor manufacturer Micron announced a record quarterly revenue of $54.2 billion due to sky-high memory prices. Memory Giant Micron Records Staggering 380% Surge In Revenue Thanks To The AI Boom is a post from Tech4Gamers - All About Technology And Gaming News
Don’t Expect Cheaper Memory Even If The AI Bubble Pops: Micron Says Each Humanoid Robot Would Need Over 200 GB Of DRAM And Multiple Terabytes Of NAND
Micron, one of the so-called 'Big Three' memory players alongside Samsung and SK hynix, and an inarguable pillar of the ongoing AI-centric buildout, has just published financial results for its fiscal Q4 2026, resoundingly beating consensus estimates on nearly every metric. Micro…
China’s CXMT Enters NAND Memory Market, Challenging Samsung, SK Hynix And Micron
China’s CXMT is preparing to enter the NAND memory market, challenging Samsung, SK Hynix, Micron and challenging YMTC. China’s CXMT Enters NAND Memory Market, Challenging Samsung, SK Hynix And Micron is a post from Tech4Gamers - All About Technology And Gaming News
Why Micron Could Keep Growing as AI Runs Into a Memory Problem
Original AI-generated editorial illustration for an article explaining Micron’s AI memory and storage growth opportunities. " data-image-caption=" Concept illustration of memory and AI infrastructure; not a photograph of a Micron product. " data-large-file="https://media.critical…
This Chinese NAND maker just overtook Sandisk and Micron to become the third biggest storage player
China's YMTC surpasses Sandisk and Micron, claiming the third spot in global NAND storage market share, behind Samsung and SK Hynix.
Elon Musk’s Terafab Is Now Looking To Hire A Memory Process Engineer, Suggesting It’s Serious About Challenging The Oligopoly Of Samsung, SK hynix, And Micron
Elon Musk was already aiming for an unprecedented degree of semiconductor-related vertical integration within the confines of the uber-ambitious Terafab joint project between Tesla and SpaceX. Even so, the mega-billionaire has just dialled up his ambitions by a significant notch…
Elon Musk Thanks Micron For Allocating Memory To Tesla – And Possibly SpaceXAI – At “Reasonable Prices”
It appears Tesla - and possibly SpaceXAI - have been able to procure memory chips from Micron at a bargain, which is quite a feat in and of itself, especially given the current memory-related pricing dynamics, where even titans such as Apple have been forced to cry out in pain, f…
Micron Becomes Automobile Sector’s Guardian Angel During DRAM Supply Crunch, Secures Long-Term Deals To Prevent Potential One Million Layoffs In The U.S. Alone
The AI boom has catapulted Micron to the trillion-dollar valuation club, and to ensure that the memory manufacturer not only enjoys its newfound position but maintains it, the company has formed a Strategic Customer Agreement (SCA). While some may deduce that the firm intends to…
CXMT could match Micron’s memory manufacturing capacity this year, research claims
China’s CXMT could soon rival Micron in DRAM wafer production ChangXin Memory Technologies (CXMT), China’s top DRAM producer, is rapidly expanding. A new report claims that CXMT will come exceptionally close to Micron’s DRAM wafer production capacity by the end of this year. In t…