[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"branding":3,"analytics":7,"article-micron-says-ram-crunch-worsens-through-2028-robots-next":10,"sections":38},{"siteName":4,"siteTagline":5,"publisherName":4,"contactEmail":6},"The Revision","Tech news, decoded.","editor@therevision.news",{"gaMeasurementId":8,"adsenseClientId":9},"G-ZW2MV82GYR","ca-pub-8533917693782264",{"article":11},{"id":12,"slug":13,"title":14,"dek":15,"body_md":16,"tags_json":17,"published_at":18,"created_at":19,"updated_at":20,"status":21,"review_note":22,"review_notes":23,"image_url":22,"persona_id":22,"persona_name":22,"section":24,"tags":25,"sources":30,"feedback":37,"feedback_at":22,"cost_usd":37,"total_tokens":37},9355,"micron-says-ram-crunch-worsens-through-2028-robots-next","Micron Says RAM Crunch Worsens Through 2028, Robots Next","Micron says memory supply will stay tight through 2028, and warns humanoid robots could soon demand 200GB of RAM each, extending the shortage toward 2030.","Micron says the RAM shortage squeezing PC and server buyers will get worse in 2027 and 2028, and robots are next in line for the chips.\n\nThe memory maker posted booming profits for fiscal Q4 2026, but the real news was in its guidance. Micron said supply and demand conditions will be 'much tighter' in 2027 and 2028 than they were this year, and that it has no clear timeline for supply catching up even with planned cleanroom expansions. The company also flagged a second wave of demand beyond AI data centers: so-called physical AI, meaning humanoid robots, which it estimates could need more than 200GB of DRAM and multiple terabytes of storage per unit. Several robotics customers are already sampling next-generation hardware, Micron said, calling the category a potential 'significant driver' of memory demand by 2030.\n\nThis turns the RAM crunch, already one of this year's favorite doom narratives, into a story that spans two very different demand drivers instead of one. Even if AI data center spending cools off, Micron is arguing that memory scarcity will not follow it down, because robots will pick up the slack. For anyone buying a laptop, building a PC, or running a server fleet, that means budgeting for higher memory prices well past the point most forecasts expected relief.\n\nWorth remembering: Micron is also the company selling the memory, so a forecast that justifies years of tight supply and higher prices is one its own balance sheet has an interest in being right.","[\"ram-shortage\",\"micron\",\"robotics\",\"dram\"]","2026-10-01T11:37:06.000Z","2026-10-02T12:20:53.358Z","2026-10-02T12:20:55.763Z","published",null,[],"hardware",[26,27,28,29],"ram-shortage","micron","robotics","dram",[31,34],{"name":32,"url":33},"TechRadar","https:\u002F\u002Fwww.techradar.com\u002Fcomputing\u002Fmemory\u002Ffed-up-of-ai-eating-all-the-ram-micron-warns-that-crisis-will-get-worse-in-2027-and-2028-and-says-robots-could-gobble-up-200gb-of-memory-per-unit-come-2030",{"name":35,"url":36},"Hacker News","https:\u002F\u002Fwww.techpowerup.com\u002F353296\u002Fmicron-ceo-says-memory-supply-will-be-much-tighter-in-2027-and-2028-than-in-2026",0,{"sections":39},[40,45,50,54,59,62,67,72,77,81,85,90,95,100],{"name":41,"slug":42,"count":43,"latest_published_at":44},"AI","ai",5694,"2026-10-01T12:05:27.000Z",{"name":46,"slug":47,"count":48,"latest_published_at":49},"Security","security",821,"2026-10-01T14:00:00.000Z",{"name":51,"slug":52,"count":53,"latest_published_at":49},"Policy","policy",432,{"name":55,"slug":56,"count":57,"latest_published_at":58},"Deals","deals",311,"2026-10-01T14:19:00.000Z",{"name":60,"slug":24,"count":61,"latest_published_at":18},"Hardware",197,{"name":63,"slug":64,"count":65,"latest_published_at":66},"Science","science",165,"2026-10-01T04:00:00.000Z",{"name":68,"slug":69,"count":70,"latest_published_at":71},"Consumer Tech","consumer-tech",150,"2026-10-01T11:59:27.000Z",{"name":73,"slug":74,"count":75,"latest_published_at":76},"Dev Tools","dev-tools",93,"2026-10-01T02:30:48.000Z",{"name":78,"slug":79,"count":75,"latest_published_at":80},"Software","software","2026-09-30T21:41:11.000Z",{"name":82,"slug":83,"count":84,"latest_published_at":49},"Startups","startups",86,{"name":86,"slug":87,"count":88,"latest_published_at":89},"Gaming","gaming",51,"2026-09-30T16:24:30.000Z",{"name":91,"slug":92,"count":93,"latest_published_at":94},"General","general",50,"2026-09-30T21:37:54.000Z",{"name":96,"slug":97,"count":98,"latest_published_at":99},"Reviews","reviews",31,"2026-09-28T14:31:34.000Z",{"name":101,"slug":102,"count":103,"latest_published_at":104},"How-To","how-to",7,"2026-10-01T09:00:00.000Z"]