Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026

Micron is warning that memory and storage supply will be significantly tighter in 2027 and 2028 than in 2026, with more than 75% of 2027 output already committed and new capacity not meaningfully arriving until late 2028. For CIOs and technology leaders, this points to sustained price pressure on DRAM and NAND, higher infrastructure costs for AI and data-heavy workloads, and a stronger need to plan procurement, capacity, and refresh cycles well in advance.