{"id":20144,"date":"2026-10-02T12:10:24","date_gmt":"2026-10-02T12:10:24","guid":{"rendered":"https:\/\/news.theck1.no\/?p=20144"},"modified":"2026-10-02T12:10:24","modified_gmt":"2026-10-02T12:10:24","slug":"memory-executives-expect-ram-shortage-to-continue-through-2028","status":"publish","type":"post","link":"https:\/\/news.theck1.no\/?p=20144","title":{"rendered":"Memory executives expect RAM shortage to continue through 2028"},"content":{"rendered":"

AI-rewritten:<\/strong> This is a summary of an article from Ars Technica, rewritten by AI (Qwen, running locally) to make it easier to read. The facts come from the original article – read it for the full story.<\/p>\n

Ars Technica •
\n Scharon Harding
\n • October 1, 2026<\/strong><\/div>\n\n

Micron CEO Sanjay Mehrotra told investors that demand for the company’s memory will exceed supply through 2028. While Micron no longer sells consumer RAM, his comments regarding high-bandwidth memory (HBM) for AI and server DRAM suggest limited availability for consumer devices due to manufacturing capacity being prioritized for business clients. Mehrotra stated via a Seeking Alpha transcript that the supply-demand environment is tightening. He noted that even after new clean rooms open in 2028, production will ramp up gradually because bringing up HBM from three layers to four or four-and-a-half layers creates headwinds, and future node transitions offer less productivity gain per wafer.<\/p>\n

<\/p>\n

Seventy-five percent of Micron’s memory output for 2027 is already accounted for, with most sales discussions focused on 2028. Mehrotra explained that demand trends driven by larger models, growing context, and greater concurrency across enterprise agents are increasing the need for high-performance memory content. He added that HBM demand is currently surpassing demand for Micron’s DRAM, causing prices for HBM to rise significantly above 2026 levels. These statements align with comments from Samsung EVP Kim Taewoo, who reported via Reuters that HBM will account for nearly 30 percent of DRAM manufacturers’ wafer capacity in 2027, up from 20 percent this year.<\/p>\n

In December 2025, Micron’s Crucial brand stopped selling RAM to consumers. EVP Sumit Sadana attributed this shift to AI driving demand for data center memory and the company’s focus on improving supply support for larger strategic customers in faster-growing segments. Consumers have already felt the impact of this shortage, which has raised costs for prebuilt PCs and pushed OEMs to offer lower RAM configurations at higher prices. Prices for other gadgets, including smartphones, streaming sticks, and gaming consoles, are also increasing as manufacturers face similar capacity constraints.<\/p>\n

\n

Source:<\/strong> Ars Technica •
\n Scharon Harding
\n • October 1, 2026<\/p>\n

Read the original article at Ars Technica →<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

AI-rewritten: This is a summary of an article from Ars Technica, rewritten by AI (Qwen, running locally) to make it easier to read. The facts come from the original article – read it for the full story. Ars Technica • Scharon Harding • October 1, 2026 Micron CEO Sanjay Mehrotra told investors that demand for<\/p>\n

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