Tech Experts Warn: Memory Shortage Crisis Won't Ease Until 2028, and RAM Makers Have No Incentive to Fix It

Impact · against what's priced in

Micron's extreme growth and pricing power are material catalysts, while the memory shortage is largely a wash for Apple as the market already incorporates ASP lifts from price increases. Microsoft faces unquantified hardware margin pressure on Xbox, but this is secondary to its primary valuation drivers.

AAPL+0.00

Already priced in

The price assumes

iPhone growing mid-single digits on iPhone 17 strength plus ASP lift from the memory-driven price increases