Expect RAM prices to stay high with Micron locking in deals for 5 years

Need RAM costs to fall? Do not count on it quickly. Micron just lately introduced they’ve signed 16 SCAs (strategic buyer agreements) throughout five-year phrases.

It is a fairly bleak outlook for the business as an entire as they will not be the one ones. If you happen to bear in mind, Micron also announced back in December 2025 how they shuttered their Essential client enterprise – and going by this, it appears they will not be coming again to assist any time quickly because of the persevering with AI increase.

From their earnings sheet: “DRAM and NAND business demand continues to considerably exceed business provide. We count on tight circumstances to persist past calendar 2027 on account of AI-driven demand throughout all segments coupled with structural provide constraints. We’re excited to announce that now we have now signed 16 strategic buyer agreements, or SCAs, which we count on will basically rework our enterprise mannequin”.

Talking on business traits, taking from their earnings name once more: “With respect to produce, our prospects are recognizing that offer shortages in reminiscence and storage will take appreciable time to enhance. Whilst we count on business provide to enhance regularly in 2028, we at present do not need line of sight as to when reminiscence provide will have the ability to meet up with growing demand”.

What a tough time to be into computing.

🌐 Exterior Sources: investors.micron.com
Article taken from GamingOnLinux.com.