---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000759762.md"
description: "CFO of $Micron Tech(MU.US) says they will be supply constrained in FY28, and he doesn't have line of sight to when they will be in equilibrium.My take: This is a significant positive for the AI trade, and evidence that the demand could outpace supply into late CY28 or even CY29. Hard to believe.Stock now up 12% in after hours based on that supply comment, and likely going higher.Source: Gene Munster"
datetime: "2026-06-25T01:16:04.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000759762.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000759762.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000759762.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# CFO of $Micron Tech(MU.US) says they will be suppl…


### Related Stocks

- [MU.US](https://longbridge.com/en/quote/MU.US.md)

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