RAM shortages to persist until at least 2028, says Micron CEO
The global memory crisis shows no signs of slowing down. Micron CEO Sanjay Mehrotra has announced that RAM shortages are expected to persist until at least 2028, with prices likely to rise for consumers.
During an earnings call regarding the 2026 fiscal year, Sanjay Mehrotra confirmed that Micron has already sold most of its planned production for next year. He warned that those purchasing RAM in the coming year will face "much higher prices" than current market rates.
The company’s outlook suggests a tightening market over the next few years:
- Demand is expected to exceed supply throughout 2027 and 2028.
- The industry is projected to see even greater tightness in 2027 and 2028 compared to 2026.
This supply crunch is largely driven by the massive demand from the AI sector. Manufacturers are prioritizing high-capacity memory orders for AI data centers, which significantly restricts the availability of standard RAM for consumer electronics. Currently, Micron, along with Samsung and SK Hynix, is facing a US lawsuit alleging that the trio has engaged in price-fixing by failing to meet unserved consumer demand in favor of more profitable AI-related contracts.
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