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RAM supply set to worsen, says Micron, as CEO celebrates ‘much higher’ prices

CEO Sanjay Mehrotra said Micron has already sold most of next year’s output as HBM demand outpaces supply.

Summary by The Register
Posts huge leaps in revenue, profit, and margin, with more to come

10 Articles

Those who hoped for an imminent lowering of the prices of RAM memories will have to revise their plans. Micron, one of the leading global producers in the sector, has announced that the current shortage of components is not only destined to last, but will suffer a sharp deterioration in the coming years, driven by the huge demands related to artificial intelligence and saturation [...] This article RAM aspects cheaper? Micron has no good news wa…

In Huawei, they plan to increase the prices of smartphones, all in order to compensate for the increase in the cost of memory. According to the head of the consumer goods unit of Richard Yu's company, the cost of Huawei smartphones has increased by an average of $200, and in the future they will have to increase prices, "albeit modestly".

Smartphones and computers are getting more expensive because of the boom in artificial intelligence, the price of memory chips has skyrocketed — manufacturers are shifting costs to buyers.

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The Register broke the news in London, United Kingdom on Thursday, October 1, 2026.
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