Micron expects memory shortage through 2028 — Ars Technica
Micron CEO Sanjay Mehrotra told investors that demand for the company’s memory will exceed available supply for at least the next several years. As Ars Technica reports, manufacturing capacity is increasingly being directed toward high-bandwidth HBM memory for artificial intelligence systems and DRAM for servers, limiting memory output for consumer devices.
Supply for 2027 is already allocated
According to Mehrotra, 75% of Micron’s memory production for 2027 has already been contracted, while most current supply negotiations concern 2028. A significant portion of HBM volumes for 2027 has already been sold, and its prices are considerably higher than in 2026.
Micron plans to open new cleanrooms for memory production in 2028. At the same time, the company’s head expects supply to remain constrained, as production ramps up gradually after the first silicon wafers appear in the new facilities. He also cited HBM’s transition to new generations and lower growth in manufacturing productivity per silicon wafer during future technology transitions as factors.
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Manufacturers prioritize HBM
Samsung Executive Vice President Kim Tae-woo also stated that in 2027, HBM will account for nearly 30% of DRAM manufacturers’ wafer production capacity, compared with 20% this year. This will reduce the volume of DRAM available for consumer electronics production.
Crucial, a Micron-owned brand, stopped selling RAM to consumers this year. In December 2025, Micron Executive Vice President and Chief Business Officer Sumit Sadana linked this decision to growing demand for data center memory driven by AI and the aim of improving supplies to large strategic customers. According to Ars Technica, the memory shortage has already raised the cost of finished PCs and prompted manufacturers to offer models with smaller RAM capacities at higher prices; prices for smartphones, streaming boxes, and gaming consoles have also risen.
