Memory-maker Micron has warned that RAM shortages will persist into 2028, and perhaps beyond. Speaking on the company’s FY 2026 earnings call, CEO and company chair Sanjay Mehrotra reminded investors that Micron has already sold most of the memory it will make next year and said customers will pay “much higher prices” than they shelled out this year. “In calendar 2027 as well as 2028, we see demand exceeding supply,” he added. “In fact, we see greater tightness in the industry in 2027 and in 2028 versus 2026. Overall, supply-demand environment is only getting tighter.” “We do not have line of sight to when supply and demand will return to balance.” Micron plans to bring new factories online…
1 Oct 2026 · The Register
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