AI could prolong the memory crisis beyond 2027, Micron warns

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Micron says AI demand could keep memory shortages in place beyond 2027. The company ties the pressure to rising needs for HBM, DRAM, and NAND across data centers, smartphones, PCs, industrial systems, and autonomous vehicles. It also says new factories are expensive and slow to build, with energy, licensing, and labor constraints limiting supply growth. The quarterly results show sharply higher revenue and prices, and Micron has already signed strategic customer agreements to give buyers more supply predictability.

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