NuAxiSemiconductor trade intelligence

[News] Micron Sees Tighter Memory Supply Through FY28: When Will the Big Three’s New Capacity Arrive?

What happened

Micron CEO Sanjay Mehrotra forecasts tighter supply-demand conditions in fiscal 2027 and 2028 compared to 2026, citing delayed capacity additions from the 'Big Three' until late 2028. This outlook contradicts previous expectations of gradual supply improvement and suggests a prolonged shortage period driven by infrastructure gaps.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

DRAMNAND FlashHBM

Micron Technology Samsung Electronics SK hynix

supply_shortagecapacity_timelineearnings_outlook

Source and time

Source: TrendForce · 10/5/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

[News] Samsung’s DS Division Tops NVIDIA With 65.7% Operating Margin, Driving 93.8% of 1Q26 ProfitTrendForce · 4/29/2026
McClean Report June 2026: Q2 Semiconductor Market Forecast UpdateSemiWiki · 8/5/2026
RAMmageddon? AI-driven memory shortage sends DRAM prices 'parabolic'DigiTimes Asia · 2/16/2026
Samsung, SK Hynix Seen Posting Record Q1 Profits as Memory Prices SurgeThe Elec · 4/3/2026
Samsung fabs memory goldBlocks & Files · 4/8/2026
Up-front payment and 3-5 year volume commitment for memory buyersElectronics Weekly · 3/26/2026

[News] Micron Sees Tighter Memory Supply Through FY28: When Will the Big Three’s New Capacity Arrive?

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings