05/10/2026
Micron expects memory and storage supply-demand conditions to become tighter in 2027 and 2028 than in 2026, with both DRAM and NAND remaining supply constrained.
Key market signals:
๐น Industry DRAM bit shipments are expected to grow in the low-20% range in 2027โ2028, with NAND growth in the mid-20% range yet both markets are expected to remain supply constrained.
๐น HBM bit shipments are expected to grow faster than conventional DRAM through 2028.
๐น New DRAM and NAND fabs will take time to ramp up, with meaningful production increases coming several quarters after initial output.
For buyers, this outlook points to continued supply and cost pressure. Reviewing requirements early, discussing allocation and confirming supplier lead times can help protect production schedules.
Looking to secure your memory supply? Meet Ample Solutions at hashtag to discuss availability, pricing outlook and sourcing options.
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10โ13 November 2026 | Messe Mรผnchen
๐ Hall B5, Booth 179
๐ง [email protected]