The global RAM crunch should begin to ease by 2028, says Micron CEO Sanjay Mehrotra in their Q3 2026 Earnings Call.
Supply may improve in 2028, but Micron is not saying prices will fully reset, because demand can rise at the same time new capacity arrives.
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frvr .com/blog/global-ram-shortage-should-start-to-fall-by-2028-says-micron-as-datacenter-demands-devastate-everything/
Positive users express relief that AI-driven RAM supply shortages will finally ease by 2028, while negative users dismiss the Micron CEO prediction as nonsense and note he said the market will stay tight.
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https://investors.micron.com/static-files/631b1a32-5537-46ae-8f40-82e42fc79dfe
The global RAM crunch should begin to ease by 2028, says Micron CEO Sanjay Mehrotra in their Q3 2026 Earnings Call.
Supply may improve in 2028, but Micron is not saying prices will fully reset, because demand can rise at the same time new capacity arrives.
---
frvr .com/blog/global-ram-shortage-should-start-to-fall-by-2028-says-micron-as-datacenter-demands-devastate-everything/
@rohanpaul_ai No he didnt say that! The amount of nonsense people just publish is immense! He said he said the market will still be tight in 2028 and further out has no visibility! The SCA agreements run for 5 years with a floor of Q2/26 prices and ceiling with current margin of appx 80%!
@rohanpaul_ai Finally, this madness will end