High Band Memory Chips: Not Just A Shortage Of Factories (FABS) But Also A Shortage Of Feedstock -- July 3, 2026

Locator: 51104LDCS.  

Query: the memory chip companies in South Korea (Samsung, SK Hynix) are touting huge factory buidlout. What is Micron doing?

Reply:

Query:

When do you think the memory chip shortage will turn the corner. Everything I read suggests it won't be until 2028. There's a lot of CAPEX now being spent on building fabs -- starting late 2025 and these factories likely to start production in 2027 but customers won't see these new chips until 2028. Your timeline?

Reply:

I see this as good-to-great news for investors (and those employed to build these factories) but not good for consumers in the short term.