Sanjay Mehrotra
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Amidst a lawsuit for RAM price fixing, Micron has signed manufacturing agreements with 16 of its clients that will ensure high memory costs for another five years
Micron has signed five-year manufacturing agreements with 16 clients, locking in high memory costs for another five years. This comes amidst a lawsuit accusing Micron, Samsung, and SK Hynix of price fixing by artificially limiting supply. CEO Sanjay Mehrotra stated these agreements ensure contracted supply assurance and robust gross margins for Micron.
As Steam Machine and Xbox are latest to fall to the RAMpocalpyse, Micron CEO says RAM shortages won't ease until…
Micron CEO Sanjay Mehrotra predicts that global RAM shortages, exacerbated by AI demand and economic factors, will persist until at least 2028, leading to continued price hikes for gaming hardware. This situation has already caused price increases for platforms like Steam Machine, Xbox, Nintendo Switch, and PlayStation 5, with future consoles like the PlayStation 6 and Xbox Project Helix expected to be significantly more expensive.
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.
Tencent, Xbox, Game Angels, Ansible and Flick to speak on Game Republic New Horizons investor stage
The Game Republic New Horizons conference will feature speakers from Tencent, Xbox, The Game Angels, Ansible, and Flick Games on its investor stage. The event, co-hosted by Games London, aims to connect game studios with investors and funders. Separately, Micron CEO Sanjay Mehrotra discussed the ongoing global chip shortage, predicting gradual improvement in 2028 due to increased demand from data centers powering AI.
Micron says chip shortage will "improve gradually" in 2028
Micron CEO Sanjay Mehrotra stated that the global RAM and NAND chip shortage, exacerbated by AI demand, is expected to persist through 2027 and gradually improve in 2028. He admitted that the company has no visibility on when supply will meet demand, citing long fab construction times, worker shortages, and regulatory hurdles. This shortage is driving up component costs, impacting hardware markets and console prices, with companies like Valve facing higher costs for their Steam Machine.
From a dentist's basement to half a trillion dollars and AI: Here's how memory manufacturer Micron Technology…
Micron Technology, a major semiconductor manufacturer headquartered in Boise, Idaho, has a long history dating back to its founding in 1978. The company has navigated numerous challenges, including intense competition from Japanese firms, market shortages, and internal leadership changes. Micron has played a significant role in the development of DRAM and NAND flash memory, and its recent investments are bolstered by the CHIPS and Science Act, aiming to expand US-based semiconductor production.
After closing the Crucial brand, Micron's revenues are soaring in the RAMpocalypse: "In the AI era, memory has become a strategic asset for our customers"
Micron Technology has reported soaring revenues in early 2026, driven by strong demand in the AI era and a strategic shift away from its consumer brand Crucial. Despite the closure of Crucial, the company's overall revenue has significantly increased year-over-year, with substantial contributions from mobile, client, and data center memory sectors. CEO Sanjay Mehrotra highlighted memory as a strategic asset for customers and announced a dividend increase, reflecting confidence in sustained business strength.
Forget about PCs or LLMs, Micron says driverless cars and humanoid bots will soon be gobbling up 300 GB of RAM per…
Micron CEO Sanjay Mehrotra predicts that driverless cars and humanoid robots will soon require hundreds of gigabytes of RAM each, driven by AI advancements. This demand is expected to strain the supply of DRAM and NAND memory chips, with industry bit demand in 2026 potentially constrained by supply despite overall market growth.
