Micron sees the memory shortage tightening into 2028 after a record quarter
THE SO WHAT
Micron’s nearly 5x revenue jump to $54.23bn and guidance that memory shortages will tighten into 2028 means AI demand is structurally outpacing DRAM/HBM supply. Anyone planning large models or GPU clusters should lock in memory-heavy capacity and pricing assumptions now — this is not a one-year blip.
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