US memory giant Micron believes that the shortage in the memory market when it comes to HBM, NAND and DRAM products will last well beyond calendar year 2026. Micron's thoughts were shared by JPMorgan in an investment note where the bank shared insights that the firm's management shared at the 54th J.P. Morgan Annual Global Technology, Media and Communications (TMC) Conference held in Boston, Massachusetts. JPMorgan Convinced About Multi-Year AI Memory Bull Case Following Micron's Presentation In its coverage, JPMorgan outlines that at the TMC Conference, Micron remarked that it expects tightness in the memory market to continue beyond calendar […]
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