Micron CEO Sanjay Mehrotra says RAM shortages will persist into 2028 and perhaps beyond, and customers will pay "much higher prices" than they did this year (Simon Sharwood/The Register)

Micron is signaling a prolonged RAM supply crunch through 2028 and beyond, with materially higher pricing than this year, which will raise the cost of servers, PCs, and memory-intensive infrastructure across the enterprise. For CIOs, this turns DRAM from a tactical procurement issue into a strategic capacity and budgeting risk: IT organizations may need to lengthen refresh cycles, rework infrastructure roadmaps, prioritize high-return workloads, and lock in supply earlier to avoid cost spikes and shortages.