Memory Revenue Expected to Jump to ~$1.5 Trillion in 2027, but 2028 Estimates May Be Too Low if Supply Stays...

Memory revenue is expected to jump to about $1.5 trillion in 2027 before barely growing to about $1.6 trillion in 2028, even as $MU says supply gets tighter through 2028.
If cleanroom shortages keep supply constrained, those 2028 estimates look too low across $MU and $SKHY on HBM and DRAM, and $SNDK on enterprise SSDs, as AI storage demand keeps climbing.