POPA Recon[Trendforce] Micron, data center demand satisfaction rate less than 50%
[Trendforce] Micron, data center demand satisfaction rate less than 50% • Customers point out the lack of DRAM supply and demand as the most serious constraint when expanding data centers. • Despite Micron's high prices, it is only responding to less than half of data center demand. • DRAM supply and demand imbalance is expected to worsen further in 2027 due to AI trends. • Micron has signed 16 long-term customer contracts that account for about half of its revenue, most of which have mandatory purchase terms that extend through 2030. • The fixed transaction price of server DRAM in the third…
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