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Micron forecasts worsening RAM shortages through 2028 amid record profits

By PulseAugur Editorial · [1 sources] ·

Micron Technology projects that shortages of dynamic random-access memory (DRAM) and NAND flash chips will intensify through 2028, despite increasing production. The company reported record profits and a high gross margin, attributing the demand to AI data centers. CEO Sanjay Mehrotra indicated that supply will not meet demand in 2027 and 2028, leading to higher prices for consumers. This forecast contrasts with predictions from Acer's CEO, who anticipated declining PC prices. AI

IMPACT Continued high demand for AI data centers will likely keep memory chip prices elevated, impacting overall hardware costs.

RANK_REASON Company's financial guidance and supply chain projections for a critical component. [lever_c_demoted from significant: ic=1 ai=0.7]

Read on Tom's Hardware →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

Micron forecasts worsening RAM shortages through 2028 amid record profits

How we ranked this

Signal score
22 / 100
Composite score across the factors below. Higher = stronger signal that this story matters right now.
Newsworthiness bucket
Research
Company's financial guidance and supply chain projections for a critical component. [lever_c_demoted from significant: ic=1 ai=0.7]
Source corroboration
Single-source cluster
Only one publisher covered this so far. Single-source stories can still rank when the publisher is high-authority, but they lack cross-source corroboration.
Topics
infra, product
Editorial topic classification. Feeds into how the story surfaces on /topic/<slug> hub pages and into the per-entity coverage mix.
AI-industry relevance
High
Clearly on-topic for AI-industry coverage.
Story freshness
Breaking (< 6h)
Fresh story with cross-source coverage still developing. Ranking may shift as more sources report.

Full methodology in our editorial standards.

COVERAGE [1]

  1. Tom's Hardware TIER_1 English(EN) · Jowi Morales ·

    Micron projects tightening RAM shortages through 2028 as it generates record profit

    Micron makes big money amid the NAND and DRAM shortage. Company expects supply crunch to continue through 2028.

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