💰Micron Predicts Memory Shortage Until 2028
Your next-gen gadgets might get pricier
TL;DR
Micron predicts a memory shortage until 2028, with HBM demand outpacing DRAM. This could lead to higher prices for consumer devices like PCs and smartphones.
Micron's CEO expects a memory shortage to persist until at least 2028, with demand for HBM (High Bandwidth Memory) surpassing DRAM. This shift is due to prioritizing memory production for AI and servers, limiting supply for consumer devices. Seventy-five percent of Micron's 2027 memory output is already sold, and prices for HBM are already higher than last year. This shortage is already affecting the market, with prebuilt PCs and other gadgets becoming pricier. If you're in the market for a new device, expect higher costs and possibly lower RAM configurations.
Key Points
Micron no longer sells consumer RAM, focusing on AI and server memory.
Seventy-five percent of Micron's 2027 memory output is already sold.
Prices for HBM are up, with demand outpacing DRAM.
New clean rooms for memory manufacturing won't open until 2028.
HBM will account for almost 30% of DRAM manufacturers' wafer capacity in 7.
Why It Matters
If you're planning to buy a new PC or smartphone, expect higher prices due to the memory shortage. Micron's shift towards AI and server memory means less supply for consumer devices, pushing up costs. For example, prebuilt PCs are already more expensive with lower RAM configurations.
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