Memory executives expect RAM shortage to continue through 2028

Executives from Micron and Samsung have signaled that the ongoing global memory shortage is likely to persist for at least the next two years. Micron CEO Sanjay Mehrotra informed investors that demand for high-bandwidth memory (HBM) and server-grade DRAM is expected to consistently outpace supply through 2028. While Micron has shifted its focus away from the consumer RAM market, this strategic pivot significantly impacts the broader electronics industry. Because manufacturing capacity is being heavily prioritized for AI infrastructure and data center hardware, the availability of memory components for consumer devices remains constrained. This shift highlights the growing tension between the booming demand for AI-driven computing power and the limited production capacity of major memory manufacturers, suggesting that consumers may face continued supply challenges and potential price volatility for memory-dependent electronics in the coming years.