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Micron expects DRAM shortages to persist through 2025, with supply meeting only half to two-thirds of demand.
Micron Technology expects ongoing DRAM shortages through 2025, with CEO Sanjay Mehrotra stating the company can only meet half to two-thirds of current demand.
Despite the supply constraints, strong demand from data centers, AI, and consumer electronics continues to drive the company's performance.
The outlook reflects persistent industry-wide shortages, with Micron projecting limited improvement in supply availability in the near term.
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Micron espera que la escasez de DRAM persista hasta 2025, con un suministro que cubre solo la mitad o dos tercios de la demanda.