Dram Pricing - GoKawiil

Micron CEO predicts tighter memory supply through 2027 and 2028 than in 2026

Micron's chief executive said that memory chip supply will remain constrained for longer than previously expected, with shortages projected to worsen in 2027 and 2028 compared to this year. The remarks come as Micron and rivals Samsung and SK Hynix have all pointed to tight DRAM and NAND supply amid surging demand from AI infrastructure buildouts.

techpowerup.com · 2026-10-01

AI-driven DRAM prices now exceed TSMC's N2/N3 wafer processing costs per mm²

Analyst Kurnal Insights calculated that at current AI-driven memory prices, the revenue value of DRAM per square millimeter of silicon now surpasses the nominal wafer processing cost of TSMC's advanced N2 and N3 logic nodes. Using an assumed DRAM price of $1.50 per gigabit, the newest 1b DRAM generation works out to about $0.654 per mm², compared to roughly $0.424 per mm² for an N3 wafer.

tomshardware.com · 2026-09-22