{
  "id": 11466251,
  "title": "Micron Warns Memory Shortage Will Get Worse Through 2028",
  "url": "https://urgent.news/2026/10/02/micron-warns-memory-shortage-will-get-worse-through-2028",
  "topic": "tech",
  "section": "Tech",
  "published": "2026-10-02T12:48:27.000Z",
  "source": {
    "name": "TechRepublic",
    "slug": "techrepublic",
    "url": "https://www.techrepublic.com/article/news-micron-memory-shortage-2028-ai-demand/"
  },
  "original_language": "en",
  "account": "Micron Technology warns that the memory shortage will persist through 2028, primarily due to increased demand from artificial intelligence (AI) applications. The chipmaker expects memory and storage supply-demand conditions to be much tighter in 2027 and 2028 compared to 2026. CEO Sanjay Mehrotra stated that over 75% of Micron's planned fiscal 2027 output is already committed, and most new customer discussions are now focused on 2028 volumes. The shortage is driven by AI's need for high-bandwidth memory (HBM), which consumes more manufacturing capacity than conventional DRAM used in servers, PCs, and mobile devices. HBM growth outpaces conventional DRAM, leading to a challenging supply equation. Micron's President and COO, Manish Bhatia, noted that HBM's share in the trade ratio increases as manufacturers transition from HBM3E to HBM4 and HBM4E. Despite investing in new production capacity, the effects of these facilities on chip availability will be gradual. The shortage impacts consumers with more expensive PCs and lower memory configurations. It also affects enterprise hardware, with some cloud providers and OEMs shifting to smaller server memory configurations due to rising prices. Micron's outlook suggests that the memory squeeze may be more difficult to resolve than a typical supply shortage, as manufacturers are competing against two forms of demand: AI infrastructure expansion and traditional computing devices. Businesses should consider memory costs and configurations earlier in their hardware planning to avoid potential costs from lower performance, higher support needs, and aging hardware.",
  "summary": "Micron warns memory and storage supply will remain tight through 2028 as AI demand absorbs capacity, putting pressure on PC and server costs. The post Micron Warns Memory Shortage Will Get Worse Through 2028 appeared first on TechRepublic .",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}