Micron projects tightening RAM shortages through 2028 as it generates record profit
CEO and chairperson Sanjay Mehrotra said that the company has already sold most of its capacity for next year and that customers will have to pay more compared to 2026.“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,” Mehrotra said.
- ▪CEO and chairperson Sanjay Mehrotra said that the company has already sold most of its capacity for next year and that customers will have to pay more compared to 2026.“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,” Mehrotra said.
Tom's Hardware files mainly under tech. We currently carry 879 of its stories.
Story provenance
Source · retrieval · rights · ranking — open for full record
inspect →
Story provenance
Attribution is not the same as permission. This drawer separates discovery metadata, excerpts, WeSearch-generated summaries, reuse status, and whether the publisher receives the visit. Nothing here claims a legal grant the publisher has not made.
Record
| Original publisher | Tom's Hardware |
| Canonical URL | https://www.tomshardware.com/pc-components/dram/micron-projects-tightening-ram-shortages-through-2028-as-it-generates-record-profit-record-86-25-percent-gross-margin-drives-over-usd53-billion-in-quarterly-profit |
| Publication time | Thu, 01 Oct 2026 12:50:00 +0000 |
| Retrieval time | 2026-10-01T12:52:33.352Z |
| Last seen | 2026-10-01T12:52:33.352Z |
| Headline source | Publisher (no WeSearch rewrite) |
| Excerpt source | publisher body |
| Excerpt method | First ~120 words (~800 chars) of extracted publisher body, fair-use limited. |
| Summary | WeSearch · cerebras-chat (WeSearch summarizer) |
| Summary source text | contentText |
| Citation coverage | Summary is a WeSearch-generated derivative; primary citation is the original publisher URL. |
| Cluster | AS0NuErcfsiE · 1 stories |
| Cluster logic | Grouped by semantic title/content similarity across sources within a rolling window. Same-publisher template collisions are excluded from coverage comparison. |
| Ranking reason | Story pages are not engagement-ranked. Hub feeds use recency, with optional source-diversified chronological ordering (cap consecutive stories per source). No personalized ranking. |
| Publisher visit | Yes — open original |
| Substitutes article? | No — link-out required for full text |
Rights status (four layers)
WeSearch handling by dimension
| Indexing | May the item be indexed (stored, ranked, made findable)? | Allowed |
| Snippet | May a short excerpt of the publisher's text be shown? | Allowed |
| AI summary | May WeSearch generate its own short summary of the article? | Limited |
| Retrieval / RAG | May the content be exposed for third-party retrieval-augmented generation? | Not asserted |
| Model training | May the content be used to train AI models? | Not asserted |
| Commercial reuse | May the content be reused commercially? | Not permitted |
Basis: Derived from the published RSS/Atom feed. Contact: [email protected]. Reviewed: 2026-07-24.
Opening excerpt (first ~120 words) tap to expand
PC Components RAM DRAM Micron projects tightening RAM shortages through 2028 as it generates record profit — record 86.25% gross margin drives over $53 billion in quarterly profit News By Jowi Morales Published 1 October 2026 “We do not have line of sight to when supply and demand will return to balance.” When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. (Image credit: Getty Images / Bloomberg) Copy link Facebook X Whatsapp Reddit Pinterest Flipboard Email Share this article 0 Join the conversation Follow us Add us as a preferred source on Google Newsletter Subscribe to our newsletter Micron said during its FY 2026 earnings call that RAM and storage chip shortages will worsen in 2027 and 2028, even as it announced a record gross margin…
Excerpt limited to ~120 words for fair-use compliance. The full article is at Tom's Hardware.
Discussion
0 commentsMore from Tom's Hardware
