ByteBrief
We're a portrait publication through and through. Turn your phone back and your briefing picks up right where you left it.
(We tried widescreen once. It wasn't us.)
Micron CEO Sanjay Mehrotra told investors on the FY 2026 earnings call that memory demand will exceed supply in 2027 and 2028, with customers paying much higher prices. Q4 revenue hit $54.25 billion, up from $11.3 billion, and annual revenue reached $133.2 billion. New factories arrive in 2028 but will not immediately ease availability.
Tap to vote and see what everyone thinks.
Summary by ByteBrief