RAM crisis to get worse in 2027 and 2028 — and then the robots are coming
The memory shortage is expected to worsen in 2027 and 2028 — and beyond that Micron warns that robots will eat tons of RAM.
Micron has issued a concerning forecast for the RAM crisis, indicating that the shortage will persist into 2027 and 2028. The company, one of the three major memory chip manufacturers, has warned that supply-demand conditions will only worsen during these years, in contrast to 2026. With robust demand from customers, including emerging interest from physical AI applications, Micron anticipates that the shortage will continue even if the current AI bubble begins to subside.
Robots are expected to require up to 200GB of DRAM and multiple terabytes of storage per unit, potentially driving significant demand for memory and storage by the end of the decade. While the RAM shortage is already a pressing issue, Micron's prediction of tight supply in 2028 adds to the urgency. The company's forecast suggests that the RAM crisis may endure until at least 2030, even if demand for AI applications decreases.
However, the increasing adoption of robots as physical AI could maintain high memory and storage demand, posing a long-term challenge for consumers.
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