Memory executives expect RAM shortage to continue through 2028

Memory makers are shifting capacity to high-bandwidth memory for AI and servers, squeezing the supply of ordinary RAM used in phones and PCs. Micron's CEO expects demand to outpace supply for the next few years, with most of its 2027 output already claimed and prices far above 2026's; Samsung says HBM will take almost 30 percent of DRAM wafer capacity in 2027, up from 20 percent this year.

Summary written with AI by HowTechMoves, based on reporting by Ars Technica.