Business · Companies · 1 day ago
Micron says memory shortages are limiting AI server capacity
Micron, a major memory-chip maker, says some AI servers are being shipped with less memory than planned.
The shortage is forcing server makers to choose between fitting fewer chips with more memory or shipping more servers with less memory in each.
They are prioritizing the number of servers they can deliver, even though those systems cannot reach their full performance.
Micron says the demand for the memory that was left out has not disappeared.
If more memory becomes available, customers are likely to use it to increase the capacity of their systems.
Micron's president and chief operating officer said there is no clear timeline for supply and demand to balance.
Customers are already discussing purchases for 2028, but the company gave no date for when the shortage will ease.
Micron says memory shortages are limiting the capacity and performance of some AI servers.
Some server makers are shipping more systems by cutting the amount of memory in each one.
Micron President and COO Manish Bhatia said the company cannot predict when memory supply and demand will balance.
Customer negotiations have already shifted to 2028, as buyers seek to secure supply years ahead.
Micron says demand held back by memory shortages will return when more memory becomes available.
- Who
- Micron and companies making AI servers.
- What
- Memory shortages are leading some AI servers to ship with less memory than intended.
- When
- Micron discussed the issue after reporting results for June to August 2026.
- Where
- Not stated.
- Why
- Demand for memory from AI servers exceeds available supply, according to the article.
This story does not have two clearly opposing sides.
需要と供給がいつ釣り合うのか、見通しが立たない
まさにその点だ
Micron reported results for the period.
Micron discussed the shortage with analysts and said some AI servers were shipping with less memory than intended.
Customer negotiations had shifted to 2028.
- Company
- Micron
- Executive
- Manish Bhatia, president and COO
- Reporting period
- June–August 2026
- Customer negotiations
- Already focused on 2028
- Impact
- Some AI servers are shipping with less memory than intended
Sources
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