according to Nikkei AsiaEven if suppliers are increasing DRAM production, manufacturers are expected to meet only 60 percent of demand by the end of 2027. The chairman of SK Group has even said that the shortage could last until 2030.
The world’s largest memory makers – Samsung, SK Hynix and Micron – are all working to add new manufacturing capacity, but none of them will come online until at least 2027, if not 2028. SK opened a fab in Cheongju in February, but this is the only increase in production among the three for 2026.
nikki It says production will need to increase 12 percent per year in 2026 and 2027 to meet demand. but according to Counterpoint ResearchOnly 7.5 percent growth is planned.
The new facilities will focus primarily on the production of high-bandwidth memory (HBM), which is used in AI data centers. Since companies are already preferring HBM over general-purpose DRAM used in computers and phones, it’s unclear how much these new fabs will help ease the price crisis facing consumer electronics. The RAM shortage has seen prices rise for everything from phones and laptops to VR headsets and gaming handhelds.
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