Micron Forecasts Quarterly Revenue Above Estimates
- Memory-Maker Micron warned that RAM shortages will persist through 2028, with CEO Sanjay Mehrotra telling investors customers should expect "much higher prices" for memory products next year.
- Demand for high-bandwidth memory used in AI hardware grows faster than server-grade DRAM, driving tightening industry conditions that leave no clear timeline for supply and demand to balance.
- Micron reported annual revenue of $133.2 billion, vastly exceeding last year's $37.4 billion, while net income surged 895 percent to $85 billion as cloud memory margins reached 83 percent.
- New factories coming online in 2028, supported by $25 billion in planned capital expenditure, will not immediately improve availability as demand continues to exceed supply.
- Mehrotra touted "a strong roadmap for future HBM products and are proud to be working with NVIDIA on the industry's first custom HBM4E implementation," NV-HBM, for next-generation GPUs.
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RAM shortage to last two more years, say top manufacturers
Executives from Samsung and Micron, two of the world's top sellers of random access memory, warned this week that the RAM shortage would continue through 2028. AI companies take it all for their datacenters, and what's left for everyone else will continue to command premium prices. — Read the rest The post RAM shortage to last two more years, say top manufacturers appeared first on Boing Boing.
Micron Fiscal Q4 Revenue More Than Quadruples as Management Expects a Record 2027 Amid Intense AI Demand
Micron Technology's revenue more than quadrupled in fiscal Q4 as surging AI demand drove a sharp acceleration across its data-centre and cloud businesses, sending earnings higher and giving management confidence that fiscal 2027 will be a record year. The memory-chip maker reported $54.23 billion in quarterly revenue, which is 4.79 times the revenue from a year earlier, while adjusted earnings per share jumped more than tenfold to $33.42. Micron…
Ars Technica
online-listing.comMemory executives expect RAM shortage to continue through 2028
Prices for memory sold for 2027 "are much higher than 2026 prices."
Micron CEO: No End in Sight for Memory Shortage, Will Probably Get Worse
New Micron facilities coming online in 2028 won't be enough to ease the RAM shortage, says Sanjay Mehrotra. Over 75% of its 2027 output is already sold out. If you thought 2026 was a terrible year for the memory shortage, brace for more pain over the next two years. Leading DRAM and NAND supplier Micron says it expects "memory and storage supply-demand conditions to be much tighter in calendar 2027 and 2028 than …
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