SUPPLY

Micron

Bit-shipment forecast, global share and model sensitivities.

2026.07

2026

8.05 EB

2027

9.4 EB

Change

16.8%

Share
Share of global DRAM bit shipments in 2027.
Micron · 20.8%20.8%
Key risks

Node migration

HBM yield

Product mix