Micron sees the memory shortage tightening into 2028 after a record quarter

The Next Web
Read the full article
Micron reported a record $54.23bn revenue and $37.7bn net income for the quarter ending September 3, driven by strong demand for memory products, especially high-bandwidth memory used in AI chips. CEO Sanjay Mehrotra said supply will remain tight through 2028, with most 2027 output already sold and prices rising.

More in Chips & Compute

Chips & Compute3 min read

Volantis raises $88M for a photonic memory layer built for AI inference

Covered by 2 sources
Chips & Compute3 min read

French state-owned Bull doubles supercomputer output at Angers factory

Covered by 2 sources

Inside The Trillions Being Spent On The AI Data Center Buildout

Forbes