Micron warns memory supply may lag demand beyond near-term capacity additions

DigiTimes says Micron told investors on September 30 that it could not forecast when memory supply would match demand. The company expects the imbalance to intensify over the next two years, while additional cleanroom space is not expected until late 2028. That timing describes facility readiness, not necessarily when finished DRAM or NAND output will reach the market; the supplied summary gives no product-level volume forecast.