The RAM shortage could last years
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TL;DR
- Memory makers are predicted to meet only 60% of demand by the end of 2027.
- Shortages could potentially extend until 2030.
- New fabrication capacity will primarily focus on High-Bandwidth Memory (HBM) for AI data centers.
- Production increases planned (7.5% annually) fall short of the 12% needed to meet demand in 2026-2027.
- The RAM shortage is already causing price increases for consumer electronics.
- Key memory manufacturers include Samsung, SK Hynix, and Micron.