JPMorgan says the memory market could stay tight through 2028.
Micron is guiding DRAM and NAND supply growth below 20–25% through 2027/28, while HBM demand is growing much faster.
HBM bit shipments are expected to grow 63% versus 37% for non-HBM DRAM.
JPMorgan also says Micron’s 2027 HBM supply is already sold out at significant price increases.
AI demand is putting serious pressure on memory supply.
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$BNB
Micron is guiding DRAM and NAND supply growth below 20–25% through 2027/28, while HBM demand is growing much faster.
HBM bit shipments are expected to grow 63% versus 37% for non-HBM DRAM.
JPMorgan also says Micron’s 2027 HBM supply is already sold out at significant price increases.
AI demand is putting serious pressure on memory supply.
$BTC $ETH
$BNB
