--- title: "Micron's Chief Business Officer: The imbalance between DRAM supply and demand will intensify in 2026" description: "Micron Technology Executive Vice President and Chief Business Officer Sumit Sadana expects that by 2026, the DRAM market will remain extremely tight, and the supply-demand imbalance will worsen" type: "news" locale: "en" url: "https://longbridge.com/en/news/261837561.md" published_at: "2025-10-20T08:42:21.000Z" --- # Micron's Chief Business Officer: The imbalance between DRAM supply and demand will intensify in 2026 > Micron Technology Executive Vice President and Chief Business Officer Sumit Sadana expects that by 2026, the DRAM market will remain extremely tight, and the supply-demand imbalance will worsen Micron Technology Executive Vice President and Chief Business Officer Sumit Sadana expects that by 2026, the DRAM market will remain extremely tight, and the supply-demand imbalance will worsen ### Related Stocks - [MU.US - Micron Tech](https://longbridge.com/en/quote/MU.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 华尔街大佬 Tepper 押注 AI:美光持仓激增 200%,新买韩国 ETF | 对冲基金大佬 Tepper 去年四季度精准狙击 AI 芯片赛道,豪掷逾 6 亿美元重仓美光科技和韩国芯片 ETF,今年已斩获约 30% 回报。全球内存短缺叠加 AI 算力狂潮,其芯片押注与软件股暴跌形成冰火两重天。 | [Link](https://longbridge.com/en/news/276213747.md) | | 期权热点|周三 MU 大涨 5%,部分看涨期权飙升 500% | 美东时间 02 月 18 日,美光科技期权总成交 451461 张,看涨期权占比 59%,看跌期权占比 40%。 | [Link](https://longbridge.com/en/news/276299379.md) | | 大摩 “暴力” 上调美光目标价至 450 美元:只要 AI 需求强劲,中国产能冲击、资本开支过热统统不是问题! | 摩根士丹利将美光目标价从 350 美元大幅上调至 450 美元,较当前股价隐含约 28.6% 的上涨空间。分析师认为,存储芯片的供应短缺已经蔓延至每一个终端市场,定价权完全掌握在卖方手中。在 AI 超级周期的驱动下,传统的周期性估值框架已不 | [Link](https://longbridge.com/en/news/275604380.md) | | 存储巨头四季报 “五大关键点”:当前周期强度超越 2017-18“云繁荣周期” | 美银美林指出,SK 海力士库存周转天数降至 127 天的低位,成品库存仅剩 2-3 周。三星 DRAM 售价环比大涨 40%,现货价格创 25 年新高。行业高管认为,本轮周期强度已超越 2017-18 年的云繁荣期,若短缺持续至 2027 | [Link](https://longbridge.com/en/news/276035827.md) | | DRAM 涨价压顶,索尼利润仍大增 22%,上调全年指引 | 索尼季度营业利润大增 22% 至 5150 亿日元,因影像与音乐业务强劲反弹,公司随之调高全年利润预期至 1.54 万亿日元。但受 DRAM 芯片价格飙升及供应链成本上涨影响,核心游戏硬件业务承压,导致股价在财报发布后震荡走低。 | [Link](https://longbridge.com/en/news/274925224.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.