Micron CEO Sanjay Mehrotra anticipates that the global shortage of RAM and NAND chips, exacerbated by AI demand, will persist through 2027. He expects a gradual improvement in the supply chain starting in 2028. This outlook suggests that the high demand for AI-related hardware components will continue to strain the market for the next few years. AI
IMPACT Continued high demand for AI hardware will strain supply chains through 2027.
RANK_REASON CEO statement on market conditions, not a direct product release or company event.
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