Moore also noted its upcoming ID1 facility in Idaho, which is scheduled to come online in mid-2027. However, he warned that it will be 2028 before we see “real output, meaningful output,” in its DRAM supply chain.

Also, another thing to keep in mind: he’s going to be citing Micron’s target timeline for getting that new plant up and running. And I’m sure that they aren’t dragging their feet on that, probably not a lot of room to shave time off in any other areas if there’s a holdup of any sort. If there are any form of production hitches or problems getting it running, that’ll push things back further.