Memory executives expect RAM shortage to continue through 2028

Memory makers now expect the RAM shortage to persist through at least 2028 as AI-driven demand for HBM and server DRAM absorbs more manufacturing capacity, tightening supply across enterprise and consumer markets. For CIOs and IT leaders, this means higher infrastructure costs, longer lead times, and a need to plan capacity, refresh cycles, and vendor relationships well in advance. Organizations should expect memory to remain a strategic constraint on AI, virtualization, and server expansion rather than a short-term pricing spike.