Micron expects tight DRAM and NAND supply-demand conditions beyond 2027
Micron stated it expects supply-demand conditions for both DRAM and NAND to remain tight beyond 2027, and guided 2026 industry DRAM bit shipments to grow in the low-to-mid 20% range with NAND growing about 20%. A separate analyst commentary noted AI demand is accelerating the shift from 2D to 3D DRAM, making Micron and SK Hynix increasingly strategic in the compute stack.
Detected & updated continuously · Source: Nebula
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@stocksnipa
Micron $MU expects supply demand conditions for both DRAM and NAND to remain tight beyond 2027🤖 Micron now expects 2026 industry DRAM bit shipments to grow in the low to mid 20% range, while NAND grows ~20%. https://t.co/utjAdFQZWh
@TU_Crypto_News
AI demand is speeding the shift from 2D to 3D DRAM as physical scaling limits make further cell shrinkage harder. Shay Boloor says this makes Micron and SK Hynix increasingly strategic in the compute stack.