One of the largest memory manufacturers in the world, Micron, has confirmed the obvious: memory shortages are likely to extend beyond next year as manufacturers struggle to keep up with burgeoning demand from AI.
"Sustained and strong industry demand, along with supply constraints, are contributing to tight market conditions and we expect these conditions to persist beyond calendar 2026," Micron CEO, Sanjay Mehrotra, said in the company's earnings call (via Seeking Alpha).
