Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026
Summary
Micron's CEO warned that memory supply will be significantly tighter in 2027 and 2028 than in 2026, signaling continued constraints on DRAM/HBM availability driven by AI demand.
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Cached at: 10/01/26, 02:10 PM
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Report says Samsung, SK Hynix, and Micron have sold out all 2027 DRAM and HBM capacity to AI companies, worsening the RAM shortage and driving up consumer prices for memory, SSDs, and consoles.
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The RAM shortage could last years
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