EmbeddingGemma 2: an open, lightweight multimodal embedding model
deepmind.google·6d ago
AI Engineering
Hacker News·11d ago·5 min read
Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026
TL;DR
Micron's CEO predicts that memory and storage supply will be significantly tighter in 2027 and 2028 compared to 2026, driven by increasing demand, particularly from AI applications.
✦ Why It Matters
Evaluate your memory and storage needs now to secure supply before anticipated shortages.
Key Takeaways
- Monitor memory and storage market trends closely.
- Consider securing contracts for memory supplies in advance.
- Evaluate alternative suppliers to mitigate risks.
- Plan for potential cost increases in memory components.
Full Summary
During Micron's fiscal Q4 2026 earnings call, CEO Sanjay Mehrotra highlighted that memory and storage supply will be much tighter in 2027 and 2028 compared to 2026. This forecast is influenced by the growing demand for memory driven by advancements in artificial intelligence (AI), which enhances the performance of customer platforms.
Although Micron is expanding its cleanroom space to increase production, the company lacks visibility on when supply will meet demand. Notably, over 75% of Micron's anticipated output for 2027 is already committed to customers.
In the previous quarter, DRAM prices rose by approximately 18%, while NAND prices surged by about 30%. These trends suggest that relief from tight supply conditions is not imminent, although projections may change.