Micron CEO warns 'AI is in very early innings' and it will 'need more memory'
another ominous sign the RAM crisis isn't going anywhere

Date:
Mon, 04 May 2026 22:00:00 +0000

Description:
Micron has warned on the gravity of the RAM crisis, meaning that every major memory chip maker has now done so.

FULL STORY ======================================================================Copy link Facebook X Whatsapp Reddit Pinterest Flipboard Threads Email Share this article 0 Join the conversation Follow us Add us as a preferred source on Google Newsletter Subscribe to our newsletter Micron's CEO has been talking about the gravity of the RAM supply situation Sanjay Mehrotra said that 'AI
is in very early innings' and that AI will need a lot more memory to 'scale up' going forward This follows similar warnings from the other two big memory chip makers We've had another warning from a major memory chipmaker that the RAM crisis will only worsen, and rumors continue to circulate that Nvidia could bring back an old GPU from two generations ago to help deal with
video RAM woes.

Wccftech reports that Micron just posted record Q2 revenue , fuelled by AI demand, and the company's CEO, Sanjay Mehrotra, observed that this demand isn't going away and in fact will only get stronger. In an interview, Mehrotra told CNBC that: "AI is in very early innings; you just saw at GTC
how much advances are being made in AI. And memory is a strategic asset; you need more memory, you need faster performance memory in order for AI to be able to deliver its full capabilities." Article continues below You may like We are only able to supply, for our key customers in the midterm, about 50%
to two-thirds of their requirements: Micron CEO forecasts production spend increase to meet the insane demand for memory but the RAM crisis will only get worse Micron reveals faster video RAM that we might see in Nvidia RTX
6000 GPUs SK Group chairman's bleak warning on RAM crisis: it could last
until 2030

"This is inference inflection. As inference broadens, it will scale up the need for tokens, and those tokens need to be fast, and guess what, you need more memory, you need faster memory in order to deliver the full potential of memory."

"And memory today is very tight supply, and supply cannot be brought up that easily, and you are seeing that in our results."

Meanwhile, as VideoCardz recently pointed out , there are continued rumors that the RTX 3060 is going to be resurrected in its 12GB incarnation. This is according to the Board Channels , a source of supply chain rumors over in China, and we're told production of the RTX 3060 could be fired up in June.

Add some seasoning with this one for sure, but assuming it's genuine, why might this happen? It is, in theory, a move to provide some relief and additional choice, with more wallet-friendly Nvidia GPUs. Get daily insight, inspiration and deals in your inbox Sign up for breaking news, reviews, opinion, top tech deals, and more. Contact me with news and offers from other Future brands Receive email from us on behalf of our trusted partners or sponsors By submitting your information you agree to the Terms & Conditions and Privacy Policy and are aged 16 or over.

It's very much a reflection of the situation with video RAM , and while 12GB is a considerable loadout for a budget graphics card, it's GDDR6 memory
rather than the current generation, which uses GDDR7. Therefore, it won't interfere with the inventory of the latter.

Even though the RTX 3060 is an old GPU, the 12GB configuration will be tempting for some gamers looking for a cheaper card with more video memory. Analysis: a trio of ominous warnings (Image credit: Micron) The key comment from the Micron CEO is that AI is in its "very early innings", and that we
can expect AI to gobble up more memory, with the suggestion being that it might be a lot more. What to read next TurboQuant sadly won't fix the RAM crisis, analysts say here's why Analyst firm warns of 'unprecedented and record-breaking surge' in RAM cost Forget the RAM crisis storage prices are spiralling, and CPUs may be next

What's also worrying is that Micron isn't saying this in isolation. In fact, both the other major players in terms of RAM manufacturers, Samsung and SK Hynix, have issued similar (or more dire) warnings of their own.

Samsung recently said that it expects "significant shortages" across its memory products to last through to 2028 (at least), and SK Hynix previously warned that we could be dealing with the fallout from the RAM crisis until as late as 2030 .

With all three memory-making giants issuing these kinds of ominous
statements, and the likes of Nvidia rumored to be resurrecting old GPUs to
get around video RAM supply constraints, the prospect of the RAM crisis
easing off any time soon doesn't seem likely. The best laptops for all
budgets Our top picks, based on real-world testing and comparisons

Read our full guide to the best laptops 1. Best overall: Apple MacBook Air 13-inch M5 2. Best budget: Apple MacBook Neo 3. Best Windows 11 laptop Microsoft Surface Laptop 13-inch 4. Best thin and light: Lenovo Yoga Slim 9i 5. Best Ultrabook Asus Zenbook S 16 Follow TechRadar on Google News and add
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Link to news story: https://www.techradar.com/computing/computing-components/micron-ceo-warns-ai-i s-in-very-early-innings-and-it-will-need-more-memory-another-ominous-sign-the- ram-crisis-isnt-going-anywhere


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