PC RAM prices could stay this high for years, hints memory maker Micron's latest earnings
Micron Technology's latest earnings report indicates that PC RAM prices may remain high for several years due to long-term supply agreements and a focus on data center production. CEO Sanjay Mehrotra highlighted that industry supply is structurally constrained and unlikely to meet increasing demand until around 2028. This situation, coupled with potential shifts in AI infrastructure, suggests inflated prices for RAM-intensive tech products will persist.
- Entities
- Company: SK Hynix
- Topic: Artificial Intelligence
- Topic: Computer Hardware
- Company: Micron Technology
- Company: Samsung
- Person: Sanjay Mehrotra
- Topic: Supply Chain
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