GoKawiilMicron forecasts worsening memory chip shortages into 2027-2028, posts record margins
During its FY2026 earnings call, Micron said RAM and NAND shortages will intensify through 2027 and 2028, with CEO Sanjay Mehrotra stating demand will keep outpacing supply despite planned shipment growth in the low-to-mid 20% range. The company also guided for record FQ1 revenue of $61.5 billion and an 86.25% gross margin, implying over $53 billion in gross profit and projected EPS of $38.15 per share.
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Mehrotra's comment that Micron has no visibility into when supply and demand will balance suggests memory prices could keep climbing for years, affecting costs across PCs, smartphones and servers. The prioritization of HBM chips for AI data centers over conventional DRAM may further squeeze availability for consumer and general computing products, even as new factories take years to come online.
- Micron expects memory shortages to worsen through 2027 and 2028, not ease.
- The company projects record FQ1 revenue of $61.5 billion and 86.25% gross margin.
- HBM chip shipments for AI data centers are expected to grow faster than standard DRAM, potentially straining general memory supply.
Crucial 32GB DDR5 RAM Kit — With Micron warning that memory prices will keep climbing through 2028, now's a smart time to lock in RAM upgrades before costs rise further. Crucial, a Micron brand, offers reliable DDR5 kits that boost multitasking and gaming performance. Grabbing a kit now could save you from paying much more later as shortages deepen.
See Crucial 32GB DDR5 RAM Kit on Amazon → Affiliate link — we may earn a commission on purchases, at no extra cost to you. Product picked by AI based on this article; it is not a tested recommendation.Source: tomshardware.com — Jowi Morales, 2026-10-01
Published there as: “Micron projects tightening RAM shortages through 2028 as it generates record profit”
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