ChipsThe story, in brief
The RAM shortage could last years
2030. That's when SK Group says RAM shortages could finally end—if suppliers can add 12% annual production capacity starting now.
The KeyNews take
Why it matters
AI infrastructure is compute-constrained not just by GPUs, but by memory bottlenecks. A multi-year DRAM shortage directly impacts data center buildout timelines and raises the cost of training/inference infrastructure across the industry.
The key facts
5 to knowGlobal DRAM demand will only be 60% met by end of 2027
SK Group chairman warns shortages could persist until 2030
Samsung, SK Hynix, Micron have no new fab capacity coming online until 2027-2028
SK opened Cheongju fab in February 2026 — only production increase among top 3 for 2026
Industry needs 12% annual production growth in 2026-2027 to meet demand
Go to the source
The Verge AItheverge.com
Publisher excerpt: According to Nikkei Asia, even as suppliers ramp up DRAM production, manufacturers are only expected to meet 60 percent of demand by the end of 2027. SK Group chairman has even said that shortages could last until 2030. The world's largest memory makers - Samsung, SK Hynix, and Micron - are all…