
TL;DR
Micron and Samsung executives predict that the RAM shortage will persist until at least 2028, driven by high demand for memory in AI and server applications. This prioritization limits the supply available for consumer devices.
✦ Why It Matters
Consider adjusting your hardware procurement strategy to account for ongoing RAM shortages.
Key Takeaways
Full Summary
Executives from Micron and Samsung have announced that the shortage of RAM is expected to persist for at least the next few years. Micron's CEO, Sanjay Mehrotra, highlighted that demand for high-bandwidth memory (HBM) and DRAM for servers will exceed supply during this period.
Although Micron has shifted away from consumer RAM sales, the implications for consumer devices are significant, as manufacturing capacity is being allocated to AI and server memory. Mehrotra noted that 75% of Micron's memory output for 2027 is already committed, with most sales discussions focused on 2028.
New clean rooms for memory production are planned to open in 2028, but production ramp-up will be gradual, further constraining supply. The transition to more advanced memory types, such as HBM 4 and 4E, adds complexity to supply growth.
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