Micron sees no end to memory shortage even after new fabs open in 2028

Micron told investors on September 30 that it cannot say when memory supply will catch up with demand. The company expects the shortage to worsen over the next two years, even with additional cleanroom space coming from late 2028.

• Micron gives no timeline for memory supply-demand balance
• Shortage expected to worsen over the next two years
• New cleanroom space expected from late 2028