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Micron Sees RAM Shortage Tightening Through 2028 as It Forecasts Record Profit

Micron says RAM and storage shortages will worsen through 2028, with most 2027 capacity already sold, while forecasting record revenue and an 86.25% gross margin.

AI News Feed · 2026-10-02 08:13

CEO Sanjay Mehrotra said demand will exceed supply in both 2027 and 2028. “In calendar 2027 as well as 2028, we see demand exceeding supply. In fact, we see greater tightness in the industry in 2027 and in 2028 versus 2026. Overall, supply-demand environment is only getting tighter,” he said. “We do not have line of sight to when supply and demand will return to balance.”

Slashdot, citing Tom's Hardware, reported that the memory and storage industry is still increasing production. Micron said NAND and DRAM shipments are expected to grow in the low-to-mid 20s percentage range over the next two years, but that is not enough to match demand. The company expects the industry to remain supply constrained in both years.

Manufacturers are prioritizing HBM demand for AI data centers, and Micron expects shipments of those chips to grow faster than conventional DRAM. Micron and other chip makers are bringing new factories online to increase output, but the report said it will take years before those plants can start producing chips.

Alongside the shortage outlook, Micron announced record financial guidance. It forecast $61.5 billion in FQ1 revenue and a gross margin of 86.25%, implying gross profit of more than $53 billion. After accounting for an estimated $2.06 billion in operating expenses and a tax rate of around 15.5%, Micron said its earnings per share would be $38.15, plus or minus $1.00, for approximately 1.15 billion shares.