ChipsThe story, in brief

Memory executives expect RAM shortage to continue through 2028

2028. That's when memory executives say the shortage ends — if it ends at all. 2027 prices are already locked in much higher than 2026.

Paper-cut illustration of an amber microchip with circuit paths extending into a row of data-center cabinets.
The infrastructure powering AI.AI illustration by KeyNews
The KeyNews take

Why it matters

Memory supply constraints are extending deeper into the decade, directly affecting AI infrastructure costs and data-center buildout timelines. Practitioners budgeting compute capacity and enterprises planning large-scale deployments need to account for sustained memory price pressure through 2028.

The key facts

4 to know
  1. Memory shortage expected to persist through 2028 per executives

  2. 2027 memory prices are 'much higher than 2026 prices' — specific percentage not disclosed

  3. Micron CEO quoted as source

  4. Published Oct 1, 2026 (future date, article appears to be hypothetical scenario or simulation)

The story so far

Earlier coverage of this storyline

  1. Memory squeeze set to tighten through 2028, Micron saysComputerworld
  2. This story

Go to the source

Ars Technicaarstechnica.com

Publisher excerpt: Prices for memory sold for 2027 "are much higher than 2026 prices."
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