Micron Warns Memory Supply Could Stay Tight Through 2028

01 October 2026

Memory and storage supply pressures could remain a significant issue for the IT hardware market for several more years. Micron expects demand for both DRAM and NAND to continue exceeding available supply through 2027 and 2028, despite planned increases in production.

Key takeaways

Micron expects demand for DRAM and NAND to remain ahead of supply through 2027 and 2028, extending the current period of constrained availability.
The company expects memory shipments to continue growing, but increasing demand from data centres and AI infrastructure is absorbing substantial production capacity.
Much of Micron's expected 2027 production capacity is already committed, reducing the amount of additional supply available to respond quickly to changes in demand.

What this means for traders

For distributors and resellers of memory, SSDs, PCs and other hardware, a longer period of constrained supply could maintain pressure on both availability and purchasing costs. Traders may need to plan stock requirements further ahead and monitor how manufacturers allocate production between data centre, PC and other markets. The direction of future pricing remains uncertain, but Micron's outlook suggests that a rapid return to abundant memory supply should not be assumed.

Read the full article on Tom's Hardware