Memory shortages set to persist into 2028, warns Micron CEO

Image for article Memory shortages set to persist into 2028, warns Micron CEO
News Source : Eurogamer.net

News Summary

  • Micron has warned that global RAM shortages show no sign of easing.
  • CEO and chair Sanjay Mehrotra suggested customers should brace for prices well above what they paid in 2026.
  • Most of the capacity is booked for the high-bandwidth memory (HBM) needed for AI datacentres.
  • Micron plans to bring new factories online in 2028, backed by $25 billion in planned capex for the first half of its new financial year, but executives cautioned that the extra capacity won't bring immediate relief on price or availability.
Micron has warned that global RAM shortages show no sign of easing, telling investors on its earnings call that it has already sold most of next years production.

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