RAM supply set to worsen, says Micron, as CEO celebrates ‘much higher’ prices
CEO Sanjay Mehrotra said Micron has already sold most of next year’s output as HBM demand outpaces supply.
- Memory-Maker Micron warned that RAM shortages will persist through 2028, with CEO Sanjay Mehrotra telling investors customers should expect "much higher prices" for memory products next year.
- Demand for high-bandwidth memory used in AI hardware grows faster than server-grade DRAM, driving tightening industry conditions that leave no clear timeline for supply and demand to balance.
- Micron reported annual revenue of $133.2 billion, vastly exceeding last year's $37.4 billion, while net income surged 895 percent to $85 billion as cloud memory margins reached 83 percent.
- New factories coming online in 2028, supported by $25 billion in planned capital expenditure, will not immediately improve availability as demand continues to exceed supply.
- Mehrotra touted "a strong roadmap for future HBM products and are proud to be working with NVIDIA on the industry's first custom HBM4E implementation," NV-HBM, for next-generation GPUs.
13 Articles
13 Articles
Fed up of AI eating all the RAM? Micron warns that crisis will get worse in 2027 and 2028 — and says robots could gobble up 200GB+ of memory per unit come 2030
The memory shortage is expected to worsen in 2027 and 2028 — and beyond that Micron warns that robots will eat tons of RAM.
Phones may get more expensive as RAM supply worsens and Micron celebrates higher prices
Micron has warned that memory demand will exceed supply through 2028, pushing prices higher. The squeeze could raise smartphone costs further as AI-led HBM demand absorbs more wafer capacity.
Huawei Predicts More Smartphone Price Hikes Due to Memory Crunch
Huawei Technologies Co. plans to join rivals in jacking up smartphone prices to counter rising memory costs, betting on a chips-to-software edge to protect its lead while it explores markets abroad.
Micron reveals record memory and storage revenue, says "more than 75%" of 2027 stock is already committed
Last Updated on October 1, 2026 With all the AI-fueled memory and storage shortages, the average price of DRAM and NAND storage is sky-high. As such, it’s little surprise to hear that Micron Technology, a memory and data storage chip manufacturer, is raking it in. The company has published its Q4 2026 and full 2026 ...
Coverage Details
Bias Distribution
- 60% of the sources are Center
Factuality
To view factuality data please Upgrade to Premium
