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Micron says the memory shortage crisis is here to stay
Micron says AI data center demand now accounts for up to 60% of the market, causing supply constraints and price hikes for consumer memory products until 2028.
- On January 13, 2026, Micron Technology said the global memory shortage likely won't ease until 2028 as it shifts focus to AI data centers, deprioritizing Crucial and consumers.
- As AI demand surges, AI data centers have expanded the total addressable market for DRAM to about 40%, with 50–60% requiring more bits and High Bandwidth Memory drawing supply from consumer needs.
- Market data show Shares of Micron Technology have rocketed 247% over the last 12 months, and analysts project EPS to rise from $8.29 to $32.30.
- Consumers face higher prices and reduced memory on PCs and smartphones, while OEMs such as Dell and ASUS limit RAM configurations to stabilize supply; Framework raised prices and PlayStation may face delays.
- Despite new capacity, Micron says its ID1 fab in Idaho will come online in mid-2027 but won't produce meaningful output until 2028 due to manufacturing constraints, with SK Hynix expecting shortages until then.
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'There's just not enough supply to go around': Micron believes RAM shortage won't improve until 2028, 'at least until the AI demand starts to fade away'
Micron VP Christopher Moore explains the ongoing RAM crisis and how memory shortages could persist until 2028 in light of high AI demand, but the company is 'still servicing the consumer market.'
Micron warns AI memory crunch to last until 2028 as Idaho fab crawls online
The global AI boom is pushing the memory industry to its limits. Demand for DRAM and high-bandwidth memory (HBM) continues to rise, while supply remains constrained, with Micron warning that meaningful relief is still years away.
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