Sanjay Mehrotra
10 stories
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techMicron CEO Warns Memory Chip Shortage Could Extend Beyond 2026
Micron's CEO predicts DRAM and NAND shortages through 2027 due to AI demand. SK Hynix is also sold out, signaling a structural deficit.
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financeMicron Smashes Earnings, Guides Aggressively Higher Amid AI Memory Surge
Micron Technology posted $23.86B revenue and $12.20 EPS-far above estimates-and guided to $33.5B revenue and $19.15 EPS next quarter, fueled by AI-driven HBM demand and U.S. chip expansion.