RAM Shortage May Persist for Several Years
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Source: Theverge
DRAM Production Expectations: Suppliers are ramping up DRAM production but are only expected to meet 60% of demand by the end of 2027, with shortages potentially lasting until 2030.
Major Manufacturers' Efforts: Major memory makers like Samsung, SK Hynix, and Micron are working to increase fabrication capacity, but significant increases in production won't be online until at least 2027 or 2028.
Current Production Increase: SK Hynix opened a new fab in Cheongju in February, marking the only increase in production among the three major manufacturers for 2026.
Future Demand Growth: Production needs to increase by 12% annually in 2026 and 2027 to meet the anticipated demand, according to industry insights.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
