Micron projects tightening RAM shortages through 2028 as it generates record profit
- ID
- 30785
- Status
- summarized
- Published
- 01 Oct 2026, 8:50 PM
- Fetched
- 01 Oct 2026, 10:19 PM
- Provider
- Tom's Hardware
- Category
- technology
- Original 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
- Source URL
- https://www.tomshardware.com/feeds/all
Summary
- Score
- 6.5
- Created
- 01 Oct 2026, 10:20 PM
- Tags
- Audience
- developersai_ml_learnerssaas_foundersai_agent_users
What happened
Micron says RAM shortages will keep tightening through 2028, according to Tom's Hardware's report, and the company posted a record 86.25% gross margin alongside a headline figure of over $53 billion in quarterly profit. The accessible article text is mostly subscription and navigation boilerplate, so no unit volumes, pricing, contract terms, capacity numbers, or customer quotes are available to verify the figures or the shortage claim.
Why it matters
If memory supply really stays tight into 2028, DRAM-heavy plans get more expensive: budget for higher RAM costs in new laptops, servers, and GPU boxes, and re-check whether self-hosting models or large in-memory workloads still beat paying per-token API or managed-database pricing. The 86.25% gross margin claim is the tell — that level of margin on memory implies buyers, not suppliers, absorb the shortage, so lock in quotes and contract lengths now rather than assuming 2027 prices. Note that the $53 billion quarterly profit figure comes from the headline only and the body text isn't readable here, so verify it before quoting it.
Discussion angle
If DRAM stays scarce through 2028, at what point does self-hosting an LLM or running a RAM-hungry database stop making financial sense versus managed APIs and cloud services — and what would you actually put in a 2027 hardware budget today?