Micron outlines grim outlook for DRAM supply in first earnings call since killing Crucial memory and SSD brand — CEO says it can only meet half to two-thirds of demand

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The outlook for the DRAM market is looking grim, at least for PC enthusiasts; not so much for Micron, which announced record revenues in DRAM and NAND in its first earnings call since killing its Crucial consumer brand. In the call, where Micron detailed its financials for the first quarter of fiscal 2026, CEO, Chairman, and President Sanjay Mehrotra doubled down on what the rest of the memory industry has been saying – DRAM shortages will persist beyond 2026.

In the first fiscal quarter, Micron…



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Micron outlines grim outlook for DRAM supply in first earnings call since killing Crucial memory and SSD brand — CEO says it can only meet half to two-thirds of demand


The outlook for the DRAM market is looking grim, at least for PC enthusiasts; not so much for Micron, which announced record revenues in DRAM and NAND in its first earnings call since killing its Crucial consumer brand. In the call, where Micron detailed its financials for the first quarter of fiscal 2026, CEO, Chairman, and President Sanjay Mehrotra doubled down on what the rest of the memory industry has been saying – DRAM shortages will persist beyond 2026.

In the first fiscal quarter, Micron…



Source link

Disclaimer

We strive to uphold the highest ethical standards in all of our reporting and coverage. We StartupNews.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It’s possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.

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