GoKawiilMicron CEO: memory shortage to persist for years, hitting consumer supply
Micron CEO Sanjay Mehrotra told investors that demand for the company's memory will outstrip supply for at least the next couple of years, driven by business sales of high-bandwidth memory and DRAM for AI and servers. He said 75% of Micron's 2027 output is already committed, with most current sales talks focused on 2028, and new clean rooms won't open until 2028 with only gradual production ramp-up afterward. Samsung executives reportedly made similar comments this week about a prolonged memory shortage.
GoKawiil's interpretation of the reporting above, not reported fact.
Because manufacturers are prioritizing AI and server memory, consumer device supply could remain constrained for years, potentially pushing up prices for RAM-dependent products like PCs and phones. Mehrotra's remarks suggest the AI boom is reshaping memory-chip production priorities industry-wide, a shift that could have lasting effects on hardware costs beyond the data center.
- Micron expects memory demand to exceed supply for at least two more years
- 75% of Micron's 2027 memory output is already allocated, with 2028 the focus of current sales talks
- New clean rooms won't open until 2028, and production will ramp up only gradually even then
Crucial RAM (DDR4/DDR5) Memory Kit — With memory prices expected to keep climbing due to the ongoing shortage, now's a smart time to upgrade your PC's RAM before costs rise further. Crucial is a trusted brand made by Micron, offering reliable desktop and laptop memory kits that are easy to install. Locking in an upgrade now could save you from paying more later as supply tightens.
See Crucial RAM (DDR4/DDR5) Memory 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: arstechnica.com, 2026-10-01
Published there as: “Memory supplies are “only getting tighter,” Micron CEO says”
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