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Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026

394 points · 443 comments · speckx

  1. postepowanieadm · · focus · HN ↗
    Micron may be out of business by then.
    1. vidarh · · focus · HN ↗
      Micron reported full year revenue of $133bn, up 256%, $100bn of which was DRAM, with non-GAAP earnings last quarter of their financial year of $37.7bn on $54.23bn of revenue. Seems pretty healthy to me. Any reason to think they'll go out of business?
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