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  "path": "/2026/06/micron-hbm-shortage-to-last-beyond-2027.html",
  "publishedAt": "2026-06-25T03:21:46.990Z",
  "site": "https://www.technetbooks.com",
  "tags": [
    "post earnings"
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  "textContent": "## Micron High Bandwidth Memory Supply Crunch Extended Projections and Capital Expenditure Plans for 2027\n\nDuring the **post earnings** conference call CEO **Sanjay Mehrotra** focused on the alarming supply crunch. According to Mehrotra, today's industry is facing a supply demand gap, where demand for **high bandwidth memory (HBM)** vastly exceeds the manufacturing capacity. Since advancing packaging and manufacturing takes time, the current supply crunch will continue for years to come. Widening the **global chip industry** with the AI shift, the CEO highlighted the topic's **long term** importance\n\n> AI has become 1 of the most significant growth drivers for memory technology in decades, and we are still in the very early stages of this expansion.",
  "title": "Micron HBM shortage to last beyond 2027 as company scales capital expenditure for AI demand",
  "updatedAt": "2026-06-25T03:21:46.990Z"
}