HPE CFO Marie Myers says memory supply stays constrained to fiscal 2028
HPE CFO Marie Myers said the memory supply environment remains constrained until fiscal 2028, citing demand far outstripping supply. She added that memory price increases may moderate in 2027.
11:23 ET--HPE CFO Marie Myers said in an interview that the memory supply environment for HPE has not gotten any easier and is expected to remain constrained until the company’s fiscal 2028. She said demand far outstrips supply today and added that price increases for memory may moderate in 2027.