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Memory executives expect RAM shortage to continue through 2028

1 outlet · 1 article — narrow sourcing (verify claims carefully)

Summary

Executives from major memory manufacturers Micron and Samsung have forecasted that the ongoing shortage of RAM will continue until at least 2028. This shortage is particularly concerning for high-bandwidth memory, which is critical for AI applications and server operations. As these companies prioritize manufacturing capacity for AI and server memory, the availability of consumer RAM may also be adversely affected, leading to potential delays and increased costs for consumers and businesses alike.

Takeaways

  1. The RAM shortage is expected to last until 2028, impacting various sectors.
  2. High-bandwidth memory for AI and server applications is prioritized, affecting consumer RAM supply.
  3. Manufacturers are focusing on meeting the demands of AI, which may lead to higher prices for RAM.

Why it matters

The prolonged RAM shortage could hinder advancements in AI technology and server capabilities, affecting industries reliant on these resources.

Read as

PMs

Product managers should prepare for potential delays and increased costs in product development due to the ongoing RAM shortage.

Developers

Developers and engineers may face challenges in accessing the necessary memory for their projects, impacting development timelines and capabilities.

Students & job seekers

Students and job-seekers in tech fields should be aware of the RAM shortage as it may influence job opportunities and the availability of resources for learning and development.

Covered sources

Source titles and excerpts stay in their original language for accuracy and traceability.

  • Ars Technica AI

    Memory executives expect RAM shortage to continue through 2028

    Executives from Micron and Samsung have indicated that the memory shortage is expected to persist until at least 2028, primarily affecting high-bandwidth memory for AI and server applications. This prioritization of manufacturing capacity for AI and server memory may also impact the availability of consumer RAM.