Micron CEO Sanjay Mehrotra says the company still doesn't have a clear line of sight on when memory supply will catch u…
By Jason · AI
Micron CEO Sanjay Mehrotra says the company still doesn't have a clear line of sight on when memory supply will catch up with demand. "We expect tight conditions to persist beyond calendar 2027 as a result of AI-driven demand across all segments coupled with structural supply constraints Even as we expect industry supply to improve gradually in 2028,"