RAM supply set to worsen, says Micron, as CEO celebrates ‘much higher’ prices
CEO Sanjay Mehrotra said Micron has already sold most of next year’s output as HBM demand outpaces supply.
- Memory-Maker Micron warned that RAM shortages will persist through 2028, with CEO Sanjay Mehrotra telling investors customers should expect "much higher prices" for memory products next year.
- Demand for high-bandwidth memory used in AI hardware grows faster than server-grade DRAM, driving tightening industry conditions that leave no clear timeline for supply and demand to balance.
- Micron reported annual revenue of $133.2 billion, vastly exceeding last year's $37.4 billion, while net income surged 895 percent to $85 billion as cloud memory margins reached 83 percent.
- New factories coming online in 2028, supported by $25 billion in planned capital expenditure, will not immediately improve availability as demand continues to exceed supply.
- Mehrotra touted "a strong roadmap for future HBM products and are proud to be working with NVIDIA on the industry's first custom HBM4E implementation," NV-HBM, for next-generation GPUs.
12 Articles
12 Articles
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Micron reveals record memory and storage revenue, says "more than 75%" of 2027 stock is already committed
Last Updated on October 1, 2026 With all the AI-fueled memory and storage shortages, the average price of DRAM and NAND storage is sky-high. As such, it’s little surprise to hear that Micron Technology, a memory and data storage chip manufacturer, is raking it in. The company has published its Q4 2026 and full 2026 ...
Those who hoped for an imminent lowering of the prices of RAM memories will have to revise their plans. Micron, one of the leading global producers in the sector, has announced that the current shortage of components is not only destined to last, but will suffer a sharp deterioration in the coming years, driven by the huge demands related to artificial intelligence and saturation [...] This article RAM aspects cheaper? Micron has no good news wa…
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