Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026

spiclk

If only we'd all made do with 640k!

twelvedogs

doesn't seem unlikely, i'd probably ask someone who won't massively benefit from people believing that it will be tighter though

zsoltkacsandi

No one will use AI products if there won't be consumer products because of RAM shortage.

water-drummer

Shovel seller says shovels will be expensive in winter so make sure to buy as many as you can today.

damowangcy

remind me in a few years when the same CEO is writing long post on Linkedin explaining why they need to let go half of the company.

proxysna

I have huge hopes fox CXMT entering the market and at least offsetting this nightmare. Just this week i've paid ~$1k USD for 2x32G DDR5 ECC, insane.

sidewndr46

So instead of consumer's not being able to buy memory, consumers won't be able to buy memory?

theodric

Man whose compensation package is strongly tied to the economic performance of his company says company's economic performance will be great in 2027 and 2028 (so people should invest now to benefit from that bump)

wewewedxfgdf

Obviously, because they are making a killing.

postepowanieadm

Micron may be out of business by then.

yipinwong

In the short term, what `Neil44` mentioned "Yeah he doesn't want people delaying purchasing decisions" makes sense. In the long term, the big comapnies are pushign to have consumers to adopt "terminals" back in old days. - we use crappy devices, while cloud got beefy machines.

PowerElectronix

It'd be a shame if their two main sources of income (openai and anthropic) were to go bust...

api

CXMT is coming for this market, and this creates a huge opening for it.

loopydosuette

and here I hoped to suspect that my DRAM prices were all fake news run by my MITM ... goood, damn it this would be the time to revive and evolve some of that Made In Germany Engineering ...

HPsquared

I look forward to memory optimizations in software design.

brnaftr361

Gonna be crazy to watch this bubble pop.

jmyeet

One factor constraining supply for RAM in the short-to-medium term is that memory manufacturers is that DDR5 (and assumedly DDR6) capacity is being moved to the much more profitable HBM. I think supply will be tight until at least the AI market crashes, which could take years or happen within months. Nobody can really predict when this will happen but it's fairly clear (IMHO) that the revenue projections needed to justify the investments by OpenAI, Anthropic and SpaceX simply don't exist. Without the AI boom, the economy is in recession and has been for awhile. We're in an affordability crisis and the energy crunch is coming.

ocd

I'm not a business guy, but I think I would be very worried if I created any opening (even on the very long term) for competition to justify itself being built up to meet demand (or national security requirements of other countries) on an industry I mostly control, because I prioritized extremely high prices for a few years that might have the effect of changing the arithmetic for potential competitors that wouldn't have done it before. It makes me consider whether there would be retaliation in later years against the US intellectual property system in countries other than China. While RAM is a tangible product, the areas it serves aren't really.

sharts

Sounds like the gov needs to spin up another “Project Warp Speed” like they did during covid.

baalimago

I thought that the bulk of memory is already "technically bought" by the AI hyperscalers in the form of the big (not so) "hidden" debt? As in: the supply should already be known. Why the need for speculation?