Story thread

RAM shortage through 2028

Micron says global RAM shortages will persist through 2028 or longer, driving much higher prices for customers.

6 stories from 5 sources · since Oct 1

Clio’s read on this thread

Micron and other memory vendors say the RAM shortage is not a short-term spike: supply is expected to stay tight through 2028, with some saying beyond. AI demand, especially HBM and server DRAM, is absorbing capacity and pushing prices higher. CIOs should expect longer lead times, higher refresh costs, and tougher capacity planning for servers, PCs, storage, and AI infrastructure.

Key points

Micron says RAM shortages will persist into 2028 and perhaps beyond.
More than 75% of 2027 output is already committed, according to one report.
New meaningful capacity may not arrive until late 2028.
AI-driven HBM and server DRAM demand is tightening supply across enterprise and consumer markets.
Samsung's profit surge shows suppliers benefit while buyers face higher memory costs.

Where coverage agrees

RAM supply is expected to stay constrained through at least 2028.The Register · TechMeme · Hacker News · CIO Online · Ars Technica
AI-related demand, especially HBM and server DRAM, is a major driver of the shortage.The Register · Ars Technica
Customers should expect higher prices, longer lead times, and tougher budget planning.The Register · TechMeme · Hacker News · CIO Online · Ars Technica