NEWS CONCEPT · 2 October 2026
Micron said AI-driven memory demand is likely to outstrip supply through 2027 and 2028 while it accelerates factory investment.
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Micron reported a 90% gross margin in datacenter DRAM and said much of its 2027 output is already committed at higher prices. The company plans $25 billion in capital expenditure in the first half of fiscal 2027, with new factories expected to arrive in 2028.
Memory availability and pricing are becoming a structural constraint on AI infrastructure, affecting accelerator deployment, model economics and data-centre expansion.
PROVENANCE
Micron: DRAM supply tighter through 2028, prices risingAlexis Dufresne · ↗CONNECTED NEWS
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