Micron's CEO says 2027 memory prices are already set far above 2026 levels, extending a supply crunch that's squeezing AI hardware costs.
Memory industry executives now expect RAM shortages to persist through 2028, with Micron's CEO confirming that pricing already locked in for 2027 sits well above current levels. The tightness spans consumer and data center memory alike.
AI data center buildouts have been a primary driver of memory demand, competing directly with PC and smartphone manufacturers for constrained supply.
Rising memory costs flow straight into the price of every GPU server and AI inference deployment, making compute more expensive at the exact moment companies are scaling production AI workloads. Operators planning multi-year infrastructure budgets should model higher hardware costs now rather than assuming prices normalize.
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