Micron's CEO and other memory executives warn the current RAM shortage won't ease soon, with 2027 contract prices already well above 2026 levels.
Memory industry executives, including Micron's CEO, are telling buyers to expect tight RAM supply to continue through 2028. Prices quoted for 2027 delivery are running significantly higher than current 2026 prices, a signal the squeeze is structural rather than a short-term spike.
The shortage is being driven largely by AI data center demand pulling memory capacity away from consumer devices and enterprise servers alike.
Every company building AI infrastructure or shipping memory-dependent hardware — phones, laptops, servers — is now locked into multi-year cost increases they can't engineer around. Procurement teams need to lock pricing now; product teams should expect margin compression on anything memory-intensive through the end of the decade.
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