Hardware5h ago
Micron Forecasts Memory Shortages Beyond 2026
Memory shortages for HBM, NAND, and DRAM will persist past 2026, according to Micron. A JPMorgan investment note confirms that AI demand currently outpaces supply capabilities. This persistent crunch limits hardware scaling for large-scale model deployments. Infrastructure teams must secure long-term memory contracts now to avoid critical production bottlenecks.