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Micron CEO Warns Memory Shortage May Extend Beyond 2026, Major Capacity Additions Not Until 2028

GateNews

2026-05-23 12:51:53

According to Micron CEO Sanjay Mehrotra, global memory chip shortages could persist beyond 2026, with significant new production capacity not arriving until around 2028. Currently, Micron's supply to core customers meets only 50% to 67% of demand due to the lengthy semiconductor manufacturing cycle. The company is investing $200 billion across three U.S. states to expand capacity, targeting an increase in domestic production from roughly 10% to 40% of global output. Mehrotra emphasized that factory construction, equipment installation, and testing require years to complete, making it critical to finalize capacity plans by 2028 to meet expected demand.

Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.

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