Global RAM Shortage to Persist Through 2027, Driven by AI Demand and Production Constraints

A severe shortage of RAM is projected to extend for years, with memory manufacturers anticipated to fulfill just 60% of global demand by the end of 2027. According to Nikkei Asia, suppliers like Samsung, SK Hynix, and Micron are expanding fabrication capacity, but new facilities won't be operational until at least 2027 or 2028. SK Group's chairman has warned that shortages could linger until 2030. While a fabrication plant opened in Cheongju in February 2026, it represents the sole production increase among major players for that year. To meet demand, production would need to grow by 12% annually in 2026 and 2027, but Counterpoint Research indicates only a 7.5% increase is planned. New facilities will primarily produce high-bandwidth memory (HBM) for AI data centers, prioritizing it over general-purpose DRAM used in consumer electronics. This focus has led to price hikes for devices such as phones, laptops, VR headsets, and gaming handhelds, exacerbating the crunch. The shortage's duration highlights supply chain challenges in the tech industry.