Micron CEO warns memory supply will tighten further in 2027-2028
What happened
On September 30, 2026, Micron CEO Sanjay Mehrotra said on the company's fiscal Q4 2026 earnings call that memory supply and demand in fiscal 2027 and 2028 will be much tighter than in 2026, and that the company sees no point when supply and demand will rebalance. Hacker News surfaced the remarks on its front page on October 1, 2026.
Written by AI from the coverage · updated 3 hours ago
Coverage
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- Hacker News front pageMicron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026
美光 CEO Sanjay Mehrotra 在 9 月 30 日的 2026 财年第四季度财报电话会上表示，2027 和 2028 财年的存储供需状况将比 2026 年紧张得多，公司目前看不到供需何时恢复平衡。
Heat over time
Heat now 9·Comparable peak 10（Oct 1 22:00）·Comparable change over 24 hours –
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