Micron has warned investors that global RAM shortages will persist into 2028, with CEO Sanjay Mehrotra pointing to AI-driven demand for high-bandwidth memory.

you are viewing a single comment's thread
view the rest of the comments
[–] 1 point 1 month ago

They're buying out "years" of future capacity. Years. The pie isn't shrinking much. When the bubble pops things will improve. Not a moment before.

  • source
  • parent