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Memory Makers Promise RAM Shortage Won't End Until Your Grandkids Graduate

KEY POINTS

  • •According to Nikkei Asia, global DRAM makers will meet only 60% of demand by the end of 2027 despite ramping up production.
  • •SK Group’s chairman predicted that chip wafer shortages could drag on until 2030, extending the supply crisis well beyond expectations.
  • •Samsung, SK Hynix, and Micron are adding fabrication capacity, but except SK's February Cheongju fab, new lines won’t come online until 2027 or later.

In a plot twist that would make even a K-drama jealous, the global RAM shortage is auditioning for a role as the annoying long-term guest, expected to overstay its welcome until 2027—at least. SK Group’s chairman whispers ominously about 2030, because apparently patience isn't just a virtue, it’s a multi-year investment. Despite Samsung, SK Hynix, and Micron pumping new fabs like Cheongju’s February baby, production promises to hit only 60% of demand by 2027. The industry needs a 12% annual production boost in '26 and '27, which sounds about as easy as explaining TikTok trends to your grandparents. VR headsets, gaming rigs, and AI servers—brace for RAM starvation while the fabs crawl out of their motherboards.

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Source: Theverge | Published: 4/18/2026 | Author: Terrence O’Brien

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