DRAM supply will hit only 60 percent of demand by end of 2027, according to Nikkei Asia. SK Group's chairman puts the shortage lasting until 2030.
Samsung, SK Hynix, and Micron are all building new fabs, but almost none come online before 2027 or 2028. SK's Cheongju facility, opened February 2026, is the only meaningful production increase among the three this year. Nikkei calculates production must grow 12 percent annually across 2026 and 2027 just to approach demand.
The Verge's full piece pulls in Counterpoint Research data that explains why AI infrastructure is the core driver squeezing consumer and enterprise memory alike. That context, and what it means for pricing timelines, is why you should read it.
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