RAM supply set to worsen, says Micron, as CEO celebrates ‘much higher’ prices

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  "detected_at": "2026-10-01T02:37:55+00:00",
  "company": {
    "name": "Micron",
    "domain": "micron.com"
  },
  "data": {
    "url": "https://www.theregister.com/systems/2026/10/01/ram-supply-set-to-worsen-says-micron-as-ceo-celebrates-much-higher-prices/5300346",
    "title": "RAM supply set to worsen, says Micron, as CEO celebrates ‘much higher’ prices",
    "excerpt": "systems Posts huge leaps in revenue, profit, and margin, with more to come Memory-maker Micron has warned that RAM shortages will persist into 2028, and perhaps beyond. Speaking on the company’s FY 2026 earnings call, CEO and company chair Sanjay Mehrotra reminded investors that Micron has already sold most of the memory it will make next year and said customers will pay “much higher prices” than they shelled out this year. “In calendar 2027 as well as 2028, we see demand exceeding supply,” he added. “In fact, we see greater tightness in the industry in 2027 and in 2028 versus 2026. Overall, supply-demand environment is only getting tighter.” “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 – helped by planned capex of $25 billion in the first half of its new financial year – but execs warned those facilities won’t immediately help to improve availability or ease prices. The CEO said demand for the high-bandwidth memory (HBM) needed in AI hardware is growing faster than it is for the DRAM used in servers. Micron is also finding ways to expand its margins for HBM, which is currently not as profitable as DRAM. Both types of memory are, however, enormously profitable. Micron’s earnings announcement reveals that the gross margin for its cloud memory business unit, which focuses on HBM, reported a Q4...",
    "summary": "Micron is working with NVIDIA on the industry’s first custom HBM4E implementation, NV-HBM, for next-generation GPUs and NVLink fusion platforms.",
    "planning": true,
    "image_url": "https://image.theregister.com/5261989.jpg?imageId=5261989&x=0&y=0&cropw=100&croph=100&panox=0&panoy=0&panow=100&panoh=100&width=1200&height=683",
    "confidence": 0.9,
    "published_at": "2026-10-01T02:37:55Z",
    "article_sentence": "Mehrotra told investors Micron has “a strong roadmap for future HBM products and are proud to be working with NVIDIA on the industry’s first custom HBM4E implementation, NV-HBM, to be adopted on next generation of GPUs and NVLink fusion platforms.",
    "related_company_name": "NVIDIA",
    "related_company_domain": "nvidia.com"
  }
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