The global RAM crunch should begin to ease by 2028, says Micron CEO Sanjay Mehrotra in their Q3 2026 Earnings Call.
Rohan Paul Twitter · Rohan Paul (@rohanpaul_ai) · 2026-06-27
Micron CEO Sanjay Mehrotra said in Q3 2026 earnings that the global RAM shortage should begin to ease by 2028, though prices may not fully reset because AI datacenter demand is expected to rise alongside any new supply capacity.
Appears in
Extraction
Topics: memory-chipsram-shortagedatacenter-demandsemiconductor-supply-chain
Claims
- Micron CEO Sanjay Mehrotra predicts the global RAM crunch will begin to ease by 2028.
- New memory supply capacity arriving in 2028 may not trigger full price resets because AI datacenter demand is expected to rise simultaneously.
- Datacenter demand is a primary driver of the current global RAM shortage.
Key quotes
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.