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Micron Warns: Soaring AI Demand Triggers Storage Chip Shortage, Situation to Persist Beyond 2026
6 hour ago /
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Author：小编
The management of Micron, the U.S. storage chip giant, stated at the 54th J.P. Morgan Global Technology, Media and Communications Conference (TMC) that the tight supply-demand situation for key products such as High Bandwidth Memory (HBM), DRAM, and NAND flash memory will persist beyond 2026. J.P. Morgan disclosed this viewpoint in a research report, noting that even with new wafer fabs coming online in 2027, the tight supply-demand conditions for DRAM and HBM will remain difficult to resolve, with Micron currently only able to meet 50% to two-thirds of its key customers' medium-term demand.
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