Memory executives expect RAM shortage to continue through 2028 (arstechnica.com)

Micron and Samsung executives have announced that the shortage of memory, particularly high-bandwidth memory (HBM) and DRAM for servers, is expected to persist through at least 2028. Micron CEO Sanjay Mehrotra emphasized that demand for their memory products will outstrip supply, especially as manufacturing capacity is increasingly directed towards AI applications and server memory, limiting what's available for consumer devices. This ongoing shortage is significant as it underscores the growing reliance on advanced memory technologies to support AI initiatives, which may impact production timelines and costs for various tech products, from servers to consumer electronics. Despite plans to expand manufacturing capabilities by opening new clean rooms in 2028, Mehrotra highlighted that production ramp-up will be gradual. The transition to newer memory nodes, specifically moving from 3E to more advanced 4 and 4E technologies, will also pose challenges, as these advancements yield diminishing returns in productivity. With 75% of Micron's memory production for 2027 already allocated and a focus on future demand, this situation intensifies the urgency for the AI/ML community to innovate around memory efficiency, further emphasizing the critical role that memory technology plays in the evolution of artificial intelligence and machine learning.