NuAxiSemiconductor trade intelligence

RAM supply set to worsen, says Micron, as CEO celebrates ‘much higher’ prices

What happened

Micron CEO Sanjay Mehrotra forecasts RAM shortages will persist through 2028, with demand exceeding supply and prices rising significantly. The company reported record Q4 revenue of $54.25 billion and net income of $85 billion, driven by high-margin HBM and DRAM sales. This supply-demand imbalance signals a bullish outlook for memory pricing and availability.

Impact and signal

High impactImpact score: 98/100

Affected components and suppliers

DRAM HBMNAND FlashSSD

Micron Technology NVIDIA

shortageprice-hikesupply-demand

Source and time

Source: The Register · 9/30/2026 · View original source

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RAM supply set to worsen, says Micron, as CEO celebrates ‘much higher’ prices

What happened

Impact and signal

Affected components and suppliers

Source and time

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