P Equity Research 📰(@pequityresearch):CEO of Dell, Michael Dell, sees memory shortage getting worse in 2027 and not easing anytime soon: "I think it's going to get worse in 2027 based on what I see right now. The reason is it takes about 4 years to build a new memory factory, there are a number of them under construction. Micron, for example, we are a big Micron customer. Those factories will start producing in 2029. Maybe 2029 everything will be fine." "The way people are using the technology now is very different than a year or two ago, with agents." Via @WSJ $DELL $MU $DRAM $EWY $SKHY $SNDK

2026.10.26 03:45

CEO of Dell, Michael Dell, sees memory shortage getting worse in 2027 and not easing anytime soon: "I think it's going to get worse in 2027 based on what I see right now. The reason is it takes about 4 years to build a new memory factory, there are a number of them under construction. Micron, for example, we are a big Micron customer. Those factories will start producing in 2029. Maybe 2029 everything will be fine." "The way people are using the technology now is very different than a year or two ago, with agents." Via @WSJ $DELL $MU $DRAM $EWY $SKHY $SNDK