RAM shortages are only getting worse and will last until at least 2028, Micron boss declares from atop a mountain of money
Another day, another company declaring that the current memory crisis driving RAM prices through the roof is far from over. This time it's Micron, one of three firms - Samsung and SK Hynix are the others - which have been accused of worsening the RAM crisis via price fixing by a US lawsuit . Read more
Micron's CEO Sanjay Mehrotra has warned that RAM shortages are set to continue until at least 2028, with supply-demand imbalances worsening throughout the next two years. The company has already sold most of the memory it will produce next year, leading to significantly higher prices for consumers in 2027 and 2028. Mehrotra emphasized that demand will outpace supply during this period, indicating that the tight industry environment will persist.
The shortage is particularly acute for AI datacenter needs, as the three major memory manufacturers - Micron, Samsung, and SK Hynix - prioritize fulfilling those orders, leaving consumer memory options scarce and expensive. This lack of action from the major players is at the heart of an ongoing US lawsuit accusing the companies of price-fixing and anti-competitive behavior.
Despite the ongoing crisis, Micron and its competitors continue to reap substantial profits from the current imbalance.
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