MU · News · 20260917N

AI Memory Supply Constraints

MICRON TECHNOLOGY INC · 2026-09-17 · Importance 51 · Surprise 64

Intel CEO Lip-Bu Tan reportedly warned that the memory shortage could worsen in 2027. Memory prices have already increased by more than 500%, according to the report, with demand from AI accelerators and high-bandwidth memory as a principal driver. Analysts cited in the coverage expect elevated pricing to continue through 2027 and potentially longer, supporting Micron’s pricing power and outlook.

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