IL Micron Technology CEO Sanjay Mehrotrareiterates a concept that now seems quite solid, namely The memory crisis is destined to last until 2027 and beyond further price increase.
That’s nothing new, but in this case it’s coming from a character who’s definitely involved in the issue, and he’s one of the largest manufacturers Precisely, the memory and connected hardware components, in which case he probably knows exactly what topic he is talking about.
This crisis is set to be a long one, a fact that has intensified in recent months, but the risk is that in addition to limited product supply, we will also experience further price increases.
common predictions
Mehrotra seems certain of this, reporting his vision in an interview with The Register: “In 2027 and 2028, we still see demand exceeds supplyThe Micron Technology CEO explained that he confirmed the fact that manufacturers are actually overwhelmed with orders scheduled for months out.
“Overall, supply and demand are going to become more and more difficult,” he explained. “We don’t have an accurate vision yet. when balance can be found among things”.
Obviously, this will also be reflected in the prices of technology products, including gaming consoles, which are likely to rise further.
By 2031, Samsung will have sold 70% of memory
Micron plans to invest US$25 billion in the first half of the new fiscal year and put the new factory into operation in 2028. Even so, however, the company said it will take some time before things start to stabilize.
The main reason for the surge in demand for memoirs is The growth of data centers dedicated to artificial intelligenceand this trend is still in full swing.
Just last month, another influential figure in the field, the CEO of SK Hynix, reported that the memory crisis will continue until 2030, so Mehrotra’s prediction may be reasonable.