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Micron Executive: Meaningful New Memory Supply to Start Ramping Up Only in 2028, Supply-Demand Balance Still Not in Sight
9 hour ago /
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Author：小编
Sumit Sadana, an executive at Micron Technology, stated that truly meaningful new memory supply is not expected to start ramping up until 2028, and it is still uncertain when the supply and demand for memory will reach equilibrium. He pointed out that long-term supply agreements, joint research and development with customers, and the growing demand for edge AI and robotics are reshaping the business model of the memory industry.
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