Micron and Samsung executives project that the memory shortage will persist through at least 2028, driven by surging AI demand for high-bandwidth memory (HBM) and server DRAM. Manufacturing capacity prioritization for data-center applications limits consumer device memory supply, with 75% of Micron's 2027 output already allocated.
Background
The AI boom has created unprecedented demand for high-bandwidth memory, outpacing the slow expansion of specialized fabrication capacity. Memory manufacturers are prioritizing AI and server production over consumer RAM, creating cascading supply constraints across multiple market segments.
- Source
- Ars Technica
- Published
- Oct 2, 2026 at 01:49 AM
- Score
- 7.0 / 10