Thursday, January 22, 2026
Economy & Markets
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Micron Warns: Memory Chip Shortage to Persist Past 2026

Bloomberg.com
January 19, 20263 days ago
Nvidia (NVDA) Supplier Micron (MU) Says Memory Shortage to Last Beyond 2026

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Micron Technology, a supplier to Nvidia, reports an intensifying memory chip shortage driven by escalating demand for AI infrastructure. The company now forecasts this crunch will extend beyond 2026. This assertion follows Micron's groundbreaking ceremony for a new $100 billion production facility in New York. The shortage is described as unprecedented.

Nvidia Corp. supplier Micron Technology Inc. said an ongoing memory chip shortage has accelerated over the past quarter and reiterated that the crunch will last beyond this year due to a surge in demand for high-end semiconductors required for AI infrastructure. “The shortage we are seeing is really unprecedented,” Micron Executive Vice President of Operations Manish Bhatia said in an interview shortly after the chipmaker held a groundbreaking ceremony for a $100 billion production site outside Syracuse, New York, on Friday, amplifying a similar forecast the company provided in December.

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    Memory Shortage: Micron Warns Beyond 2026 (NVDA, MU)