For DRAM, industry bit shipments are expected to grow approximately in the low-20s percentage range in both calendar 2027 and 2028, with the industry projected to remain supply-constrained in both years. For NAND, industry bit shipments are expected to grow approximately in the mid-20s percentage range in calendar 2027 and 2028, also remaining supply-constrained.
The company noted that a structural gap between DRAM supply and demand growth rates is leading to ongoing supply tightness, necessitating cleanroom additions to augment node-transition supply growth. Even with additional industry DRAM cleanroom space plans and robust demand trends, Micron does not foresee when supply and demand will return to balance.

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