The shortage will last at least until 2028. Many people are still following the old playbook, waiting for memory chips to peak—but this time, their calculations are likely to be way off.
In the past, chip markets moved with supply and demand, and expanding capacity sent prices crashing. This time, data centers are the main growth engine, and a large number of long-term agreements are locking in supply and demand. The AI-driven memory shortage is expected to last at least through 2027–2028, making future earnings far more predictable.
While people on the sidelines are still guessing when the cycle will turn, long-term industry contracts have already secured strong demand for years to come. With this kind of real, tangible certainty, betting that MU has peaked is completely at odds with the industry’s direction.
#MU
👇
In the past, chip markets moved with supply and demand, and expanding capacity sent prices crashing. This time, data centers are the main growth engine, and a large number of long-term agreements are locking in supply and demand. The AI-driven memory shortage is expected to last at least through 2027–2028, making future earnings far more predictable.
While people on the sidelines are still guessing when the cycle will turn, long-term industry contracts have already secured strong demand for years to come. With this kind of real, tangible certainty, betting that MU has peaked is completely at odds with the industry’s direction.
#MU
👇