Micron CEO Sanjay Mehrotra says memory and storage supply will likely be much tighter in 2027 and 2028 than it was in 2026. He made the remarks during Micron's fiscal Q4 2026 earnings call on September 30, where the company reported record quarterly revenue of $54.2 billion. Here's what he...
Can’t really start a new memory manufacturer without nation state backing anymore. China is doing it, has taken them several years to get production going and it’s still too slow to affect the market.