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Multiple industry reports in April 2026 warn the global memory chip shortage is likely to persist for years, driven by surging demand for high-bandwidth memory (HBM) used in AI systems.
Nikkei Asia and Counterpoint Research say suppliers ramping DRAM production will still meet only about 60% of demand by end-2027 unless output grows significantly faster than planned.
SK Group chairman Chey Tae-won has told Reuters the wafer shortfall could remain above 20% and stretch to 2030 as AI data-centres prioritise HBM over general-purpose DRAM. The worldās biggest makers ā Samsung, SK Hynix and Micron ā are adding fabs, but most capacity will come online in 2027ā28 or later.
SK Hynix holds a dominant share of the HBM market and roughly a third of global DRAM; the three firms control roughly 90% of DRAM production.
The squeeze has already pushed memory prices sharply higher (one report cites a roughly 90% quarter-on-quarter jump), with knock-on effects for smartphones, laptops, GPUs, consoles, SSDs and cloud infrastructure that depend on DRAM and HBM.
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The VergeThe RAM shortage could last years
Lifehacker VitalsHere's Why RAM Prices Won't Be Dropping Anytime Soon







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