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Micron says its AI memory chips are sold out through 2026 and into 2028.

If Micron's AI memory is booked through 2028, HBM supply stays tight for accelerator builders, locking in pricing and limiting how fast GPU and accelerator capacity can scale.
Trade pressSlicast · October 26, 2026 at 17:49 UTC · US · Source: Startup Fortune
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CommentaryMicron Q4 FY2026 Earnings, September 2026: Data Center Revenue Up 11-Fold as Legal and Competitive Pressures MountCommentaryMicron vs SK Hynix: HBM4 race for Nvidia Rubin, September 2026
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Micron says its AI memory chips are sold out… · Slicast