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Storage market
X posts about storage-sector equities across the US, China, Japan, and Korea.
Micron's CEO stated that the global memory and storage supply is the tightest it has been in years. The shortage is affecting critical industries, specifically automotive and medical sectors. The comment was posted on social media, underscoring ongoing supply constraints in the semiconductor market.
Micron Technology announced a large investment in what is referred to as 'Trump Accounts.' The tweet provides no details on the amount, timeline, or specific nature of the investment. No official press release or further information was included.
Micron CEO Sanjay Mehrotra stated on CNBC that the company is “firing on all cylinders” and that every AI system demands more memory at higher performance to realize AI’s full potential. He sees memory supply tightness extending beyond 2027, driven by long-term secular demand trends and supply constraints. Micron invested $10 billion in 2023 even when prices fell to a third of 2022 levels, and now plans $200 billion in global investments to bring on additional supply. The company has signed Strategic Customer Agreements across data center, automotive, and consumer markets. While the data center market is the largest for memory and storage, 40% of Micron’s revenue still comes from consumer, automotive, and industrial segments.
Ian Cutress sat down with Micron Technology to discuss the current state of DRAM, HBM, and NAND memory. The conversation covered market demand, technology roadmaps, and upcoming standards like SOCAMM and LP5/6. No specific product announcements or performance data were disclosed in the published snippet. The links point to a full article or video with more details.
Micron Technology is committing $250 million to Trump Accounts (530A Accounts) to expand long-term savings opportunities for children and families. The initiative includes a new employee matching benefit and community seed funding for eligible participants in communities where the company operates. This program supplements Micron’s previously announced over $200 billion investments in U.S. memory manufacturing and R&D, which are projected to create more than 90,000 jobs. The company frames the effort as part of its sustained commitment to the semiconductor ecosystem and the workforce supporting it.
The global DRAM shortage and elevated hardware prices are projected to continue until 2028, driven by surging AI demand. Despite record fiscal third-quarter results, Micron cautioned that supply will take considerable time to catch up with demand. TrendForce attributes the delayed supply response to limited cleanroom availability, which has become the key bottleneck constraining new wafer capacity.