Global AI-Driven Memory Supply Chain

Micron Forecasts Silicon Thaw: AI-Era Supply Crunch Timeline

Data packet received: Micron CEO Sanjay Mehrotra projects the AI-fueled RAM and NAND famine will stalk the grid through 2027, with only a gradual stabilisation in 2028. Devs should expect high memory prices, tight allocations, and volatile hardware baselines as AI training rigs keep draining fab capacity. Plan builds, upgrades, and live ops around long-term scarcity protocols. #semiconductors #AIhardware #gamedev

🌐 Intelligence Origin: Micron says chip shortage will "improve gradually" in 2028