Memory executives expect RAM shortage to continue through 2028
Scharon Harding reports at Ars Technica that executives at Micron and Samsung expect the memory shortage to last at least another couple of years.
Executive Summary
Scharon Harding reports at Ars Technica that executives at Micron and Samsung expect the memory shortage to last at least another couple of years. Micron CEO Sanjay Mehrotra told investors demand will exceed supply over that period, saying the “supply-demand environment is only getting tighter.” Micron no longer sells consumer RAM, so Mehrotra was speaking about high-bandwidth memory for AI and DRAM for servers.
Open Silicon & Gate-Level Hardware Inspection
From a silicon and hardware engineering viewpoint: - **Interface Neutrality:** Mitigates dependency on proprietary BSPs, empowering open toolchains to address hardware directly. - **Supply Chain Verification:** Schematics and open pinouts allow deterministic audits against silicon errata. - **Lifecycle Decoupling:** Decouples physical hardware utility from commercial vendor end-of-life obsolescence.
Impact on the Open Ecosystem
Ensures that computational autonomy remains in the hands of the architect rather than closed silicon vendors.