"Manufacturers are expected to meet only 60% of DRAM demand by the end of 2027, with SK Group chairman indicating that shortages could last until 2030."
"Production would need to increase by 12 percent a year in 2026 and 2027 to meet demand, but only a 7.5 percent increase is planned according to Counterpoint Research."
"The new facilities will primarily focus on producing high-bandwidth memory (HBM), which is used in AI data centers, raising concerns about alleviating the price crunch for consumer electronics."
"Everything from phones and laptops to VR headsets and gaming handhelds have seen price increases due to the RAM shortage, complicating the market situation."
Suppliers are ramping up DRAM production, but by the end of 2027, they are projected to meet only 60% of demand. Major manufacturers like Samsung, SK Hynix, and Micron are adding new fabrication capacity, but most will not be operational until 2027 or 2028. Production needs to increase by 12% annually in 2026 and 2027 to meet demand, yet only a 7.5% increase is planned. New facilities will focus on high-bandwidth memory for AI data centers, leaving consumer electronics still facing price increases due to RAM shortages.
Read at The Verge
Unable to calculate read time
Collection
[
|
...
]