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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.

Why it mattersExpect ongoing high prices and tight availability for memory chips—this could hit everything from servers to future robotics. Even new chip factories won't quickly fix the imbalance.

Sources covering this

WccftechDon’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 NAND12:11 AM →TechRadarRAM crisis to get worse in 2027 and 2028 — and then the robots are coming11:37 AM →TechPowerUpHeadline onlyMicron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 202612:26 PM →Tom's HardwareHeadline onlyMicron projects tightening RAM shortages through 2028 as it generates record profit12:50 PM →ComputerworldHeadline onlyMemory squeeze set to tighten through 2028, Micron says2:06 PM →Ars TechnicaHeadline onlyMemory executives expect RAM shortage to continue through 20285:49 PM →

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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