GoKawiilMicron forecasts RAM shortage lasting through 2028, record profit margins
Micron CEO Sanjay Mehrotra said demand will outstrip supply for DRAM and NAND through 2027 and 2028, even tighter than in 2026, with most of next year's capacity already sold. Despite planned shipment growth in the low-to-mid 20% range, the company says it has no visibility into when supply and demand will balance, while forecasting record fiscal-quarter revenue of $61.5 billion and an 86.25% gross margin.
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The extended shortage outlook suggests memory prices could stay elevated for years, raising costs across PCs, phones and data centers that rely on RAM and storage. Micron's comments also point to manufacturers prioritizing HBM chips for AI data centers over conventional memory, which could further squeeze supply for everyday consumer devices.
- Micron expects memory shortages to worsen through 2027 and 2028, not ease.
- The company has already sold most of its 2026 production capacity.
- Micron projects record $61.5B quarterly revenue and 86.25% gross margin amid the shortage.
Crucial RAM Upgrade Kit (DDR5) — With Micron warning that RAM and storage shortages will only get worse through 2028, now's a smart time to lock in a memory upgrade before prices climb further. Crucial, Micron's own consumer brand, makes reliable DDR5 kits that boost PC performance for gaming, editing, or multitasking. Grabbing one now could save you from paying much more later as the squeeze tightens.”} Wait, I need valid JSON only.}
See Crucial RAM Upgrade Kit (DDR5) 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: hardware.slashdot.org, 2026-10-01
Published there as: “Micron Projects Tightening RAM Shortages Through 2028 As It Generates Record Profit”
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