Micron Signals Memory Shortage Could Outlast 2028

TechPowerUp's report, drawing on Micron's recent investor materials, says customers now expect shortages in memory and storage to take a long time to ease. The article frames the pressure as a result of AI datacenter demand and links it to broad hardware price increases already being discussed by OEMs and console makers. The supply-side response also looks slow. The report notes Micron's planned New York megafab timeline and its intended PSMC fab acquisition, but those additions are not expected to resolve near-term tightness. Meaningful extra output from the PSMC deal is described as a late-2027 event, while the New York project is further out. For RamTrend, this reinforces the baseline that DRAM and storage pricing could remain elevated across PCs, consoles, and other memory-heavy devices even if availability begins to improve.