RAM Shortage Expected to Persist Until 2030, Manufacturers to Meet Only 60% of Demand by 2027
By
Terrence O’Brien
The kind of bagel that ruins lesser bagels for you.
Summary
The article reports on a severe and prolonged RAM shortage that could last until 2030, according to industry sources. Despite major memory manufacturers (Samsung, SK Hynix, and Micron) working to increase production capacity, they are only expected to meet 60% of demand by the end of 2027. New fabrication facilities won't be operational until at least 2027-2028, with only one new fab opening in 2026. The shortage is driven by insufficient production capacity to meet growing demand.
Key quotes
· 4 pulledAccording to Nikkei Asia, even as suppliers ramp up DRAM production, manufacturers are only expected to meet 60 percent of demand by the end of 2027.
SK Group chairman has even said that 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.
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