Micron CEO reportedly told investors memory supply may not improve meaningfully until 2028

TechPowerUp reported Micron expects industry supply to improve gradually in 2028 but still lacks a clear line of sight on when memory supply will catch up with demand. A 24/7 Wall St. article hosted on AOL separately attributed to Mehrotra a warning that DRAM and NAND would remain tight beyond calendar 2026, while its 2028 relief line was the outlet’s framing.