RAM supply set to worsen, says Micron, as CEO celebrates ‘much higher’ prices

Micron’s warning that RAM shortages will worsen through 2028 signals a sustained cost increase and supply constraint for servers, storage, and AI infrastructure, with memory pricing likely to stay elevated as demand from AI workloads outpaces supply. For CIOs and IT leaders, this means longer lead times, higher refresh and expansion budgets, and greater risk to capacity planning unless procurement, architecture, and vendor strategies are adjusted now. The rapid growth in HBM and datacenter memory margins also indicates suppliers will prioritize higher-value AI demand, intensifying competition for standard DRAM and SSD supply.