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[Micron executive: Meaningful new memory supply will not start to climb until 2028, and there is still no supply and demand balance point in sight] On September 16th, Micron Technology executive Sadana predicted that truly meaningful new memory supply will not start to climb until 2028, and there is still no supply and demand balance point in sight. He further said that long-term supply agreements, joint research and development, and demand for end-side AI and robots are expected to continue to reshape the business model of the storage industry.
memory chip 🕐 2026-09-16 19:27
#Device-side AI #robot #Memory #memory chip #semiconductor chip #U.S. stock trends
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