Micron Technology executive Sadana predicts that the real meaningful supply of new memory will not begin to rise until 2028, and there is still no balance between supply and demand. He further stated that long-term supply agreements, joint research and development, and demand for end-side AI and robotics are expected to continue to reshape the storage industry's business model.

Micron Technology executive Sadana predicts that the real meaningful supply of new memory will not begin to rise until 2028, and there is still no balance between supply and demand. He further stated that long-term supply agreements, joint research and development, and demand for end-side AI and robotics are expected to continue to reshape the storage industry's business model.