The RAM shortage could last years
Source: The Verge
DRAM Shortage Outlook
According to Nikkei Asia, even as suppliers ramp up DRAM production, manufacturers are only expected to meet 60 % of demand by the end of 2027. SK Group chairman has said shortages could last until 2030.
The world’s largest memory makers—Samsung, SK Hynix, and Micron—are all working to add new fabrication capacity, but almost none of it will be online until at least 2027, if not 2028. SK opened a fab in Cheongju in February, but that is the only increase in production among the three for 2026.
Nikkei reports that production would need to increase by 12 % per year in 2026 and 2027 to meet demand.