RAM shortages are only getting worse and will last until at least 2028, Micron boss declares from atop a mountain of money
Micron warns RAM shortages will persist through 2028, with prices remaining elevated as supply fails to meet demand amid AI-driven production shifts.
Micron’s CEO Sanjay Mehrotra stated that most of the company’s 2026 production has already been sold, signaling persistent RAM shortages. He noted that buyers next year will face significantly higher prices compared to current levels. The company also expects demand to continue outstripping supply in 2027 and 2028, with no near-term balance anticipated.
Mehrotra highlighted that the industry’s tight supply-demand environment is worsening, particularly as manufacturers prioritize AI data center orders over consumer memory needs. This shift has severely restricted the availability of RAM for regular devices, driving up consumer prices.
The ongoing RAM crisis has been exacerbated by allegations of price fixing against Micron, Samsung, and SK Hynix in a US lawsuit. The trio has faced similar accusations in past decades, with prior fines or cooperation with authorities avoiding further penalties.
While the chip makers report strong profits, consumers and PC users continue to face inflated costs and limited access to affordable RAM upgrades or replacements. The lawsuit alleges the companies have failed to act competitively, further aggravating the shortage.