Memory executives expect RAM shortage to continue through 2028

Prices for memory sold for 2027 "are much higher than 2026 prices.". Memory executives expect RAM shortage to continue through 2028. Text settings Story text Size Small Standard Large Width * Standard Wide Links Standard Orange * Subscribers only Learn more Minimize to nav Micron and Samsung executives this week said the memory shortage will continue for at least the next couple of years.

Micron CEO Sanjay Mehrotra expects demand for the firm’s memory to exceed its available supply over that period, he told investors last night. Micron no longer sells consumer RAM, and Mehrotra’s statements refer to Micron’s business-to-business sales of high-bandwidth memory (HBM) for AI and DRAM for servers. His comments also have implications for consumer devices.

Manufacturing capacity is prioritizing memory for AI and servers, limiting the supply of memory manufactured for consumer devices. “Overall, supply-demand environment is only getting tighter,” Mehrotra said, per a transcript from Seeking Alpha. Micron plans to open new clean rooms for memory manufacturing in 2028, but Mehrotra expects supply to remain limited.

“Even after they are built, even after first wafer output, production ramps up only gradually in the clean rooms,” he said.