BoiseMicron says memory demand will exceed supply for at least 2 years.
PC, phone and console makers already pay more as AI customers take priority.
Samsung executive Kim Taewoo said high-bandwidth memory will take almost 30% of DRAM wafer capacity in 2027, up from 20%.
Micron plans new clean rooms in 2028, but CEO Sanjay Mehrotra expects supply to stay limited as production ramps slowly.
75% of Micron’s 2027 output is already accounted for, and most sales talks now concern 2028.
How each outlet framed it
- Ars Technica
- explains supply tightness through manufacturing prioritization for AI/servers, maps mechanics: node transitions yield less per-wafer gain, HBM trade-offs, gradual clean-room ramps through 2028
Sources: Ars Technica