{"id":252986,"date":"2026-05-22T22:42:00","date_gmt":"2026-05-23T02:42:00","guid":{"rendered":"https:\/\/news-you-need.com\/index.php\/2026\/05\/22\/micron-technology-ceo-expects-memory-chip-shortage-to-extend-beyond-2026\/"},"modified":"2026-05-23T00:45:10","modified_gmt":"2026-05-23T04:45:10","slug":"micron-technology-ceo-expects-memory-chip-shortage-to-extend-beyond-2026-2","status":"publish","type":"post","link":"https:\/\/news-you-need.com\/index.php\/2026\/05\/22\/micron-technology-ceo-expects-memory-chip-shortage-to-extend-beyond-2026-2\/","title":{"rendered":"Micron Technology CEO expects memory chip shortage to extend beyond 2026"},"content":{"rendered":"

Micron Technology CEO expects memory chip shortage to extend beyond 2026<\/a><\/p>\n

https:\/\/cryptobriefing.com\/micron-memory-chip-shortage-beyond-2026-2\/<\/a><\/p>\n

Publish Date: 2026-05-22 22:42:00<\/a><\/p>\n

Source Domain: cryptobriefing.com<\/a><\/p>\n

The world runs on memory chips. Every AI model, every data center, every smartphone relies on DRAM and NAND flash memory to function. And according to Micron Technology\u2019s CEO Sanjay Mehrotra, there simply aren\u2019t enough of them to go around, a problem he doesn\u2019t see resolving anytime soon.<\/p>\n

Mehrotra indicated during Micron\u2019s fiscal Q1 2026 earnings call that tight supply conditions for both DRAM and NAND will persist through and beyond 2026, with projections suggesting the crunch could stretch into 2027 or later. The culprit is straightforward: AI infrastructure is consuming memory at a pace that manufacturers can\u2019t match.<\/p>\n

A shortage that spans the entire industry<\/h2>\n

This isn\u2019t just a Micron problem. SK Hynix, one of the three companies that dominate global memory production alongside Micron and Samsung, reported being sold out of memory products through 2026. When two of the three major suppliers are effectively tapped out, that\u2019s not a bottleneck. That\u2019s a structural deficit.<\/p>\n

Micron executives have said that memory products tailored specifically for AI applications are fully booked.<\/p>\n

AI workloads require significantly more advanced memory configurations than traditional computing. Large language models, image generation systems, and the training infrastructure behind them all demand high-bandwidth memory (HBM) and other specialized DRAM products that are harder to produce and yield less per wafer than standard memory chips. That production complexity means you can\u2019t just flip a switch and double output. Even with aggressive investment, new fabrication capacity takes years to come online and ramp to full production.<\/p>\n

Micron\u2019s $100 billion bet on New York<\/h2>\n

Micron is investing $100 billion in a new megafab in Clay, New York, with groundbreaking set for January 2026. Additional facilities in Idaho are also part of the expansion plan.<\/p>\n

Semiconductor fabs don\u2019t produce chips the day you break ground. The typical timeline from…<\/p>\n

Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Micron Technology CEO expects memory chip shortage to extend beyond 2026 https:\/\/cryptobriefing.com\/micron-memory-chip-shortage-beyond-2026-2\/ Publish Date: 2026-05-22…<\/p>\n","protected":false},"author":1,"featured_media":252988,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/static.cryptobriefing.com\/wp-content\/uploads\/2026\/05\/22230605\/memory-chipmakers-rise-as-global-supply-shortage-whets-inves-1-800x420.jpeg","fifu_image_alt":"","footnotes":""},"categories":[8],"tags":[],"class_list":["post-252986","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology"],"_links":{"self":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/252986"}],"collection":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=252986"}],"version-history":[{"count":1,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/252986\/revisions"}],"predecessor-version":[{"id":252991,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/252986\/revisions\/252991"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/252988"}],"wp:attachment":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=252986"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=252986"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=252986"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}