Micron's HBM Supply Sold Out Through 2026, DRAM Shortages Anticipated Beyond 2027

AI-generated NewsSnap summary based on source reporting.
Published: 2026-06-21
Category: technology
Source: Micron Just Crossed $1000 a Share. Here's the Math on Where It Goes Next.
Original source

Micron has announced that its entire 2026 production capacity for High Bandwidth Memory (HBM) is fully booked. The company also projects that DRAM shortages will persist beyond 2027, driven by the accelerating capital expenditures in AI infrastructure. This situation highlights extraordinary tightness in HBM supply relative to demand and a structural shift in the memory market due to the continuous expansion of AI data centers.

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