---
title: "Micron's warning is critical. Memory is the oil of the AI era. A multi-year shortage means pricing p"
description: "Micron's warning is critical. Memory is the oil of the AI era. A multi-year shortage means pricing power and capex cycles are just beginning."
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000409317.md"
published_at: "2026-01-20T03:27:09.000Z"
author: "[Bluegate1104](https://longbridge.com/en/profiles/16656277)"
---

# Micron's warning is critical. Memory is the oil of the AI era. A multi-year shortage means pricing p

Micron's warning is critical. Memory is the oil of the AI era. A multi-year shortage means pricing power and capex cycles are just beginning.

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---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.
