Micron says India faces AI memory shortage as global capacity tightens

TL;DR: Micron Chief Business Officer Sumit Sadana said India is not prepared for a tightening supply of AI memory, according to comments reported by The Economic Times in May 2025. He said the shortage is likely to worsen as global technology companies lock in semiconductor capacity. The report said demand for AI infrastructure is tightening the memory market for suppliers including Micron, Samsung and SK Hynix.

Micron Chief Business Officer Sumit Sadana said India is unprepared for an AI memory crunch, according to a report published by The Economic Times in May 2025. The report said the supply situation is expected to worsen as global technology companies aggressively secure memory production capacity.

The Economic Times said demand for AI infrastructure is reshaping the global memory industry. The report named Micron, Samsung and SK Hynix as suppliers operating in one of the tightest supply environments the sector has seen in decades.

The reported comments focused on semiconductor memory supply for AI systems in India. The article said capacity is being locked in by major global technology companies, which could deepen supply constraints for the Indian market.

Related questions

• What did Micron say about India’s AI memory supply situation?
• Which semiconductor companies were named in the report?
• Why does the report say the AI memory shortage could worsen?