RAM supply set to worsen, says Micron, as CEO celebrates ‘much higher’ prices
“In fact, we see greater tightness in the industry in 2027 and in 2028 versus 2026. The core datacenter business unit, which sells more DRAM, recorded Q4 gross margin of 90 percent, up from 41 percent last year. Sales of solid-state disks for use in datacenters reached almost $10 billion for the quarter, up more than 1,000 percent year over year.Q4 revenue came in at $54.25 billion, up from $11.3 billion last year.
- ▪“In fact, we see greater tightness in the industry in 2027 and in 2028 versus 2026.
- ▪The core datacenter business unit, which sells more DRAM, recorded Q4 gross margin of 90 percent, up from 41 percent last year.
- ▪Sales of solid-state disks for use in datacenters reached almost $10 billion for the quarter, up more than 1,000 percent year over year.Q4 revenue came in at $54.25 billion, up from $11.3 billion last year.
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| Original publisher | The Register |
| Canonical URL | https://www.theregister.com/systems/2026/10/01/ram-supply-set-to-worsen-says-micron-as-ceo-celebrates-much-higher-prices/5300346 |
| Publication time | Thu, 01 Oct 2026 04:37:55 +0200 |
| Retrieval time | 2026-10-01T03:57:15.125Z |
| Last seen | 2026-10-01T03:57:15.125Z |
| Headline source | Publisher (no WeSearch rewrite) |
| Excerpt source | publisher body |
| Excerpt method | First ~120 words (~800 chars) of extracted publisher body, fair-use limited. |
| Summary | WeSearch · cerebras-chat (WeSearch summarizer) |
| Summary source text | contentText |
| Citation coverage | Summary is a WeSearch-generated derivative; primary citation is the original publisher URL. |
| Cluster | TVHS0_51yd7h · 1 stories |
| Cluster logic | Grouped by semantic title/content similarity across sources within a rolling window. Same-publisher template collisions are excluded from coverage comparison. |
| Ranking reason | Story pages are not engagement-ranked. Hub feeds use recency, with optional source-diversified chronological ordering (cap consecutive stories per source). No personalized ranking. |
| Publisher visit | Yes — open original |
| Substitutes article? | No — link-out required for full text |
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| Indexing | May the item be indexed (stored, ranked, made findable)? | Allowed |
| Snippet | May a short excerpt of the publisher's text be shown? | Allowed |
| AI summary | May WeSearch generate its own short summary of the article? | Limited |
| Retrieval / RAG | May the content be exposed for third-party retrieval-augmented generation? | Not asserted |
| Model training | May the content be used to train AI models? | Not asserted |
| Commercial reuse | May the content be reused commercially? | Not permitted |
Basis: Derived from the published RSS/Atom feed. Contact: [email protected]. Reviewed: 2026-07-24.
Opening excerpt (first ~120 words) tap to expand
(function() { let windowUrl = window.location.href; windowUrl = windowUrl.substring(windowUrl.indexOf('?') + 1); let messageElement = document.querySelector('.shareableMessage'); if (windowUrl && windowUrl.includes('code') && windowUrl.includes('expires')) { messageElement.style.display = 'block'; } })(); systems RAM supply set to worsen, says Micron, as CEO celebrates ‘much higher’ prices Posts huge leaps in revenue, profit, and margin, with more to come Simon Sharwood Simon Sharwood APAC Editor Published thu 1 Oct 2026 // 03:37 UTC READ MORE Huawei boss claims homegrown AI chip sales top Nvidia in China 6 hours ago Trump administration gets Big Tech to sign weak, non-binding, AI regulations 1 day ago Raspberry Pi surfs memory crunch to record first half 5 days ago An Epyc trip to…
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