ChipsThe story, in brief
Memory Capacity Production Slowly Expanding To Meet AI Industry Demand
2027–2028. That's when Samsung, SK hynix, and Micron finally catch up to AI's memory hunger.
The KeyNews take
Why it matters
Memory is the forgotten bottleneck in AI infrastructure. While everyone watches GPU shipments, DRAM and NAND capacity constraints are quietly limiting training and inference at scale—and won't ease for 18+ months.
The key facts
4 to knowFive major memory manufacturers (Samsung, SK hynix, SanDisk, Kioxia, Micron) expanding DRAM and NAND capacity
New facilities coming online late 2027–2028
Memory production described as 'slowly expanding'—signals supply lag vs. AI demand growth
DRAM and NAND flash are critical infrastructure for LLM training, inference, and vector DB workloads
Go to the source
Forbes Innovationforbes.com
Publisher excerpt: Samsung, SK hynix, Sandisk, Kioxia and Micron report building out new DRAM and NAND flash manufacturing and packaging facilities coming on line in late 2027 or 2028.