Micron CEO says it'll be tougher to get memory in the next couple of years than it is today, and keeps saying it…
Micron CEO Sanjay Mehrotra predicts memory supply will be significantly tighter in 2027 and 2028 than in 2026, citing increased demand driven by AI. While Micron and Samsung warn of shortages, Acer's CEO and Michael Burry suggest this messaging may be intended to inflate prices and that the AI bubble could burst sooner.
- Entities
- Company: Micron
- Topic: Artificial Intelligence
- Person: Michael Burry
- Company: Samsung
- Person: Sanjay Mehrotra
- Topic: Memory Crisis
- Topic: Supply Chain
- Company: Acer
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