Micron warns RAM shortage to worsen through 2028
Micron says the current shortage of computer memory (RAM) will only get worse in 2027 and 2028. Even if demand from AI data centers cools, they see a new wave coming: humanoid robots. According to Micron, each robot could require over 200GB of RAM and several terabytes of storage. They admit that the industry still doesn't know when supply and demand will be back in sync.
- Micron expects worse RAM shortages in 2027 and 2028
- Robots may drive demand even if AI data centers slow
- Each robot could use over 200GB of DRAM, per Micron
- Industry can't predict when balance will return
Sources covering this
How it unfolded
- Wccftech Don’t Expect Cheaper Memory Even If The AI Bubble Pops: Micron Says Each Humanoid Robot Would Need Over 200 GB Of DRAM And Multiple Terabytes Of NAND
- TechRadar RAM crisis to get worse in 2027 and 2028 — and then the robots are coming
- TechPowerUp Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026
- Tom's Hardware Micron projects tightening RAM shortages through 2028 as it generates record profit
- Computerworld Memory squeeze set to tighten through 2028, Micron says
- Ars Technica Memory executives expect RAM shortage to continue through 2028
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