Memory executives expect RAM shortage to continue through 2028
Executive Take
AI data center demand is eating the memory supply chain, so expect higher costs for laptops, phones and servers for years. Budget now for sustained component price increases, not a short-term blip.
Executive Summary
Micron CEO Sanjay Mehrotra told investors demand for Micron's memory will exceed supply for at least the next couple of years, through roughly 2028. Samsung executives echoed the outlook. Manufacturing capacity is being prioritized for AI high-bandwidth memory and server DRAM, which is squeezing supply available for consumer devices.
Why It Matters
Technology leaders planning hardware refreshes or data center builds should expect higher memory costs and longer lead times through 2028. This also raises input costs for any AI infrastructure procurement plans.
Bizquad Perspective
Most leaders are budgeting AI infrastructure costs as a one-time ramp, not realizing memory scarcity will keep raising prices on every device they buy for years.