🚨 MU — MICRON CEO SAYS THE MEMORY SHORTAGE COULD GET EVEN WORSE IN 2027 AND 2028.
Micron CEO Sanjay Mehrotra says the supply-demand imbalance in memory and storage is expected to become even tighter than in 2026.
His message was pretty clear:
“We don’t see the end of the supply-demand imbalance yet.”
And Micron is already locking in demand.
The company has signed 26 long-term supply agreements, securing major future orders as AI, data centers and high-performance computing continue to absorb memory capacity.
That’s the key takeaway:
Demand is not just strong today.
Customers are already reserving future supply.
If Micron is right, this memory cycle may have a lot more runway than the market expects.
$MU $NVDA.US $SNDK.US
#nfpwatch #XRPPostsFirstThreeGreenMonthsInQ3 #BitcoinRisesToward$85K #AmazonPlansToSell$8BNvidiaChips #NEARFallsToAround$4.70Down14%
Micron CEO Sanjay Mehrotra says the supply-demand imbalance in memory and storage is expected to become even tighter than in 2026.
His message was pretty clear:
“We don’t see the end of the supply-demand imbalance yet.”
And Micron is already locking in demand.
The company has signed 26 long-term supply agreements, securing major future orders as AI, data centers and high-performance computing continue to absorb memory capacity.
That’s the key takeaway:
Demand is not just strong today.
Customers are already reserving future supply.
If Micron is right, this memory cycle may have a lot more runway than the market expects.
$MU $NVDA.US $SNDK.US
#nfpwatch #XRPPostsFirstThreeGreenMonthsInQ3 #BitcoinRisesToward$85K #AmazonPlansToSell$8BNvidiaChips #NEARFallsToAround$4.70Down14%
