Global RAM (DRAM) Shortage Could Last for Years

A significant global shortage of DRAM, a critical type of RAM, is projected to persist for several years. This situation will impact the entire technology industry. According to Nikkei Asia, major memory manufacturers anticipate meeting only 60 percent of demand by late 2027. The chairman of SK Group has even suggested that these shortages could last until 2030. This outlook raises concerns across our community and among tech users.

The world's largest memory makers—Samsung, SK Hynix, and Micron—are actively working to expand their fabrication capacity. However, bringing new facilities online is a complex and time-consuming process. Most of this additional capacity will not become operational until at least 2027, or even 2028. SK's new fab in Cheongju, which opened in February, represents the sole production increase among these three for 2026.

A significant global shortage of DRAM, a critical type of RAM, is projected to persist for several years.

To adequately meet the escalating global demand, DRAM production levels require a substantial boost. Nikkei Asia indicates that a 12 percent annual production increase is necessary throughout both 2026 and 2027. Achieving this rate of expansion presents a formidable challenge for the current supply chain. The persistent gap between supply and demand remains a significant hurdle.

This prolonged shortage will have direct repercussions across the market. We anticipate potential price increases and reduced availability of essential components. This will affect everything from smartphone and gaming console manufacturing to data center servers and personal computers. Innovation in fields like artificial intelligence could also face slowdowns due to the scarcity of these vital chips.

For our audience, who are passionate about technology, this means that upgrading existing gear or purchasing new devices might become more challenging. It is crucial for the industry to develop creative solutions to mitigate this impact. At Tricuatro, we will continue to monitor this critical situation closely to keep you informed.