--- title: Micron sees the memory shortage tightening into 2028... description: Micron reported record fiscal Q4 2026 results, with revenue nearly quintupling to $54.23bn and net income hitting $37.7bn, driven by surging DRAM and NAND... canonical: https://daily.dev/posts/micron-sees-the-memory-shortage-tightening-into-2028-after-a-record-quarter-nijdfphtw twitter:card: summary_large_image twitter:site: @dailydotdev og:type: website og:site_name: daily.dev og:title: Micron sees the memory shortage tightening into 2028 after a record quarter | daily.dev og:description: Micron reported record fiscal Q4 2026 results, with revenue nearly quintupling to $54.23bn and net income hitting $37.7bn, driven by surging DRAM and NAND... og:url: https://daily.dev/posts/micron-sees-the-memory-shortage-tightening-into-2028-after-a-record-quarter-nijdfphtw og:image: https://api.daily.dev/og/posts/niJdfPHtw.png og:image:alt: Micron sees the memory shortage tightening into 2028 after a record quarter og:image:width: 1200 og:image:height: 630 og:locale: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # Micron sees the memory shortage tightening into 2028 after a record quarter **[The Next Web](https://daily.dev/sources/tnw)** · 3 min read · 0 upvotes · 0 comments ## Summary Micron reported record fiscal Q4 2026 results, with revenue nearly quintupling to $54.23bn and net income hitting $37.7bn, driven by surging DRAM and NAND prices. CEO Sanjay Mehrotra warned there is 'no line of sight' to when memory supply and demand will balance, predicting the shortage will tighten further through 2027 and 2028 as AI and server demand for high-bandwidth memory (HBM) crowds out consumer devices. About 75% of 2027 output is already sold, and most of next year's HBM is sold out at much higher prices. Consumer products are already feeling the squeeze: Raspberry Pi raised Pi 4/Pi 5 prices by $12.50, and Samsung added $100 to most Galaxy S26 models. ## Full article daily.dev links to this article rather than hosting it. Read it at the original source: ## Questions this post answers ### Why did Raspberry Pi raise the price of the 2GB Pi 4 and Pi 5 by $12.50? Raspberry Pi raised prices on the 2GB Pi 4 and Pi 5 by $12.50, citing rising memory costs amid a global DRAM and NAND shortage. The once-$35 2GB Pi 4 now costs $67.50. Memory bought cheaply earlier helped Raspberry Pi post a record first half, but the company says that cheaper stock is now largely used up. _Hardware builders watching component costs can track supply chain shifts like this on daily.dev._ ### How long will the global memory chip shortage last according to Micron? Micron's CEO Sanjay Mehrotra said the company has 'no line of sight' to when memory supply and demand will rebalance, with the shortage expected to tighten through 2027 and 2028 rather than ease. About 75% of Micron's 2027 memory output is already sold, and much of next year's high-bandwidth memory is sold out at sharply higher prices. _Engineers planning hardware roadmaps around memory pricing can follow supply trends like this on daily.dev._ ### How much of DRAM wafer capacity will HBM take up in 2027 compared to 2026? HBM will account for almost 30% of the industry's DRAM wafer capacity in 2027, up from 20% in 2026, according to Samsung executive Kim Taewoo. This growth reflects surging AI chip demand for high-bandwidth memory, which is squeezing supply available for standard server and consumer memory. _Teams budgeting for AI infrastructure costs can monitor memory market shifts like this on daily.dev._ ## Similar posts on daily.dev - [Micron says chip shortage will "improve gradually" in 2028](https://daily.dev/posts/micron-says-chip-shortage-will-improve-gradually-in-2028-wlddkivqo) · GamesIndustry.biz · 0 upvotes · 0 comments - [The memory chip crunch is paying off for this U.S. company](https://daily.dev/posts/the-memory-chip-crunch-is-paying-off-for-this-u-s-company-yfnc06xjm) · TechCrunch · 0 upvotes · 0 comments - [Micron’s revenue quadrupled as AI memory demand pushes gross margins above 81 percent](https://daily.dev/posts/micron-s-revenue-quadrupled-as-ai-memory-demand-pushes-gross-margins-above-81-percent-7pm8gmjuh) · The Next Web · 0 upvotes · 0 comments --- Tags: [#nvidia](https://daily.dev/tags/nvidia) [View this post on daily.dev](https://daily.dev/posts/micron-sees-the-memory-shortage-tightening-into-2028-after-a-record-quarter-nijdfphtw) ```json {"@context":"https://schema.org","@graph":[{"@type":"Organization","@id":"https://daily.dev/#organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180},"sameAs":["https://twitter.com/dailydotdev","https://github.com/dailydotdev","https://www.linkedin.com/company/daily-dev-ltd"]},{"@type":"WebSite","@id":"https://daily.dev/#website","url":"https://daily.dev","name":"daily.dev","publisher":{"@id":"https://daily.dev/#organization"},"potentialAction":{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https://daily.dev/search?q={search_term_string}"},"query-input":"required name=search_term_string"}}]} {"@context":"https://schema.org","@type":"TechArticle","headline":"Micron sees the memory shortage tightening into 2028 after a record quarter","url":"https://daily.dev/posts/micron-sees-the-memory-shortage-tightening-into-2028-after-a-record-quarter-nijdfphtw","mainEntityOfPage":{"@type":"WebPage","@id":"https://daily.dev/posts/micron-sees-the-memory-shortage-tightening-into-2028-after-a-record-quarter-nijdfphtw"},"datePublished":"2026-10-02T12:53:50.681Z","dateModified":"2026-10-08T06:49:31.097Z","description":"Micron reported record fiscal Q4 2026 results, with revenue nearly quintupling to $54.23bn and net income hitting $37.7bn, driven by surging DRAM and NAND...","image":"https://media.daily.dev/image/upload/f_auto,q_auto/v1/posts/0a096eeea7f64c60685a0272cfa3434f?_a=AQAEuop","thumbnailUrl":"https://media.daily.dev/image/upload/f_auto,q_auto/v1/posts/0a096eeea7f64c60685a0272cfa3434f?_a=AQAEuop","isAccessibleForFree":true,"articleSection":"The Next Web","inLanguage":"en","publisher":{"@type":"Organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180}},"author":{"@type":"Organization","name":"The Next Web","logo":"https://media.daily.dev/image/upload/t_logo,f_auto/v1/logos/tnw","url":"https://daily.dev/sources/tnw"},"commentCount":0,"discussionUrl":"https://daily.dev/posts/micron-sees-the-memory-shortage-tightening-into-2028-after-a-record-quarter-nijdfphtw","interactionStatistic":[{"@type":"InteractionCounter","interactionType":{"@type":"LikeAction"},"userInteractionCount":0},{"@type":"InteractionCounter","interactionType":{"@type":"CommentAction"},"userInteractionCount":0}],"keywords":"nvidia","timeRequired":"PT3M"} {"@context":"https://schema.org","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://daily.dev"},{"@type":"ListItem","position":2,"name":"The Next Web","item":"https://daily.dev/sources/tnw"},{"@type":"ListItem","position":3,"name":"Micron sees the memory shortage tightening into 2028 after a record quarter"}]} {"@context":"https://schema.org","@type":"FAQPage","@id":"https://daily.dev/posts/micron-sees-the-memory-shortage-tightening-into-2028-after-a-record-quarter-nijdfphtw#faq","mainEntity":[{"@type":"Question","name":"Why did Raspberry Pi raise the price of the 2GB Pi 4 and Pi 5 by $12.50?","acceptedAnswer":{"@type":"Answer","text":"Raspberry Pi raised prices on the 2GB Pi 4 and Pi 5 by $12.50, citing rising memory costs amid a global DRAM and NAND shortage. 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