Prediction: Micron's Sept. 30 Earnings Will Confirm the Memory Shortage Isn't Over

Micron Technology is expected to report strong Q4 earnings on Sept. 30, driven by surging demand and constrained supply in both DRAM and NAND memory markets. DRAM and NAND prices hit record highs in August, with significant sequential price increases expected to continue through 2027. Industry experts predict the supply-demand imbalance will persist until at least 2030, supporting elevated memory prices and strong performance for memory chip makers.