Micron Technology

AI memory demands are driving a multi-tier memory hierarchy (HBM, LPDDR, SOCAMM, DRAM) with a notable real-world efficiency edge from SOCAMM, exemplified by Micron’s 256GB SOCAMM and its one-third power draw versus DDR5 RDIMM.

RAM shortages could persist into the late 2020s with demand outpacing supply; only about 60% of demand may be met by end-2027 and new capacity won’t be online until 2027–2028.

Micron says RAM shortages will persist into 2026+ due to AI-driven demand, while posting a record quarterly revenue of $13.64B.