Micron CEO Warns RAM Shortages to Get Worse in 2027 - News
by William D'Angelo , posted 4 days ago / 2,843 Views
Memory maker Micron CEO and company chair Sanjay Mehrotra during the most recent earnings call warned RAM shortages will get worse in 2027 and customers will pay a "much higher price" than this year.
"In calendar 2027 as well as 2028, we see demand exceeding supply," he said (via The Register). "In fact, we see greater tightness in the industry in 2027 and in 2028 versus 2026. Overall, supply-demand environment is only getting tighter.
He added, "We do not have line of sight to when supply and demand will return to balance."
Micron plans to bring new factories online in 2028 as it has been backed by a $25 billion capital expenditure during the first half of the new financial year. However, executives warn the facilities will take time to help improve the availability and ease prices.
The rising cost of memory and storage have forced the majority of electronics companies to raise prices. This includes console makers - Nintendo, PlayStation, and Xbox. Valve has also raised the prices of the Steam Deck and the Steam Machine is retailing for over $1,000.
A life-long and avid gamer, William D'Angelo was first introduced to VGChartz in 2007. After years of supporting the site, he was brought on in 2010 as a junior analyst, working his way up to lead analyst in 2012 and taking over the hardware estimates in 2017. He has expanded his involvement in the gaming community by producing content on his own YouTube channel and Twitch channel. You can follow the author on Bluesky.
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I'm the CEO of XYZ and we make product ABC
Do to circumstances beyond our control, we will be supply constraining ABC and artificially inflating the price to keep our profits as high as possible.
Thank you
The amount of irony in him specifically saying this is astounding
im happy with my switch2, PS5 and Xseries backup if needed
Is this AI bubble unpoppable or what?
Just kinda feels like the RAM companies are colluding at this point.
Kinda feels like? LOL. Oh its collusion for sure!
He 'warns'? Seen the stock price of Micron recently? The guy is laughing to the bank.
1k $ PS5 confirmed
So $1,150 for Xbox Series X confirmed then.
LOL
How about instead of spending every dollar they have collecting bitcoin, they pump up production.
But they are making super high profits
i think you are confused about which company you are talking about haha
When is Japan going to re enter the gpu marker? Hopefully china ramps up next year
If you got in during 2025, your value went up by about 1000%.
And with the ongoing production expansion through until 2035, it’s probably still a good company to buy into… assuming there isn’t a demand crash.
It's cool. I'll keep what I have and if everything breaks, I'll return to pen and paper.
Price gouging mother fuckers.
So AI continuing to ruin chip market for at least two more years confirmed lol
Praying my rig holds out beyond this madness.
