Memory executives expect RAM shortage to continue through 2028
Summary
Executives at Micron and Samsung said the shortage of memory chips, like RAM and high-bandwidth memory (HBM), will continue for several years, likely through 2028. Demand for memory used in AI and servers is strong, but supply cannot keep up, which limits availability and raises prices for consumer devices.Key Facts
- Micron CEO Sanjay Mehrotra expects memory demand to exceed supply for the next few years.
- Micron no longer sells RAM to regular consumers and focuses on business sales for AI and servers.
- Manufacturing prioritizes AI and server memory, reducing supply for consumer devices.
- Micron plans new manufacturing clean rooms in 2028, but supply will grow slowly after that.
- HBM demand is growing faster than traditional DRAM, with higher prices expected in 2027.
- Samsung said HBM will use about 30% of DRAM production capacity in 2027, up from 20% now.
- Micron’s Crucial brand stopped selling consumer RAM in 2025 to focus on larger business customers.
- The shortage has increased prices for PCs, smartphones, gaming consoles, and other gadgets.
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