Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026

kept by eddie oct 02

Micron’s CEO predicts memory supply will be significantly tighter in 2027 and 2028 compared to 2026 levels, citing rising AI-driven demand and constrained fab capacity.

The RAM Shortage Comes for Us All
AI datacenter buildouts have caused a severe RAM shortage, with DDR5 prices tripling, forcing companies to raise prices or halt consumer product lines.
also on Micron, #hardware, #ai
China’s biggest memory maker says it has caught up with Samsung and Micron
China's CXMT says its fifth‑generation DRAM, with 11.95 nm half‑pitch and four‑exposure patterning, matches Samsung and Micron’s leading nodes and delivers at least 50% more dies per wafer.
also on Micron, #hardware