The world’s largest memory makers — Samsung, SK Hynix, and Micron — are only expected to meet 60 percent of global DRAM demand by the end of 2027, according to Nikkei Asia.
Production targets fall short of demand growth
Manufacturers plan to increase DRAM output by just 7.5 percent annually in 2026 and 2027, although demand requires a 12 percent yearly rise to close the gap, Counterpoint Research reports.
New factories prioritize high-bandwidth memory over standard DRAM
The upcoming facilities, including SK Hynix’s Cheongju fab opened in February 2026, will focus on high-bandwidth memory (HBM) for AI data centers rather than general-purpose DRAM used in consumer electronics.
For more on this story, see Chip Shortages & Delays: PS6, RAM, AI Hardware & More (2029 Outlook).
Consumer devices already feel price pressure from shortages
Everything from phones and laptops to VR headsets and gaming handhelds has seen price increases due to the ongoing RAM shortage, as reported by The Verge.
How long could the RAM shortage last?
SK Group chairman has said shortages could persist until 2030 if production does not accelerate.
What is being done to increase supply?
Samsung, SK Hynix, and Micron are adding new fabrication capacity, but almost none will be online until at least 2027, if not 2028.