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Memory Executives Anticipate RAM Shortage to Persist Until 2028

Executives from Micron and Samsung have stated that the memory shortage is likely to continue for the next few years. Micron's CEO, Sanjay Mehrotra, noted that demand for the company's memory will exceed supply, particularly affecting consumer devices due to prioritization of manufacturing for AI and server applications.

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Sanjay Mehrotra

<p>Executives from Micron and Samsung indicated this week that the memory shortage is expected to continue for at least the next couple of years.</p><p>Micron CEO Sanjay Mehrotra stated that demand for the company's memory is projected to exceed its available supply during this period, as he informed investors last night.</p><p>Mehrotra's comments pertain to Micron's business-to-business sales of high-bandwidth memory (HBM) for artificial intelligence (AI) applications and DRAM for servers. However, these statements also have implications for consumer devices, as manufacturing capacity is currently prioritized for memory used in AI and servers, which limits the supply of memory for consumer devices.</p>

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Memory executives expect RAM shortage to continue through 2028

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Memory Executives Anticipate RAM Shortage to Persist Until 2028