The RAM shortage could last years

Summary: based on Nikkei Asia, even as suppliers ramp up DRAM production, manufacturers are only expected to meet 60 percent of demand by the end of 2027.

Background

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 working to add new fabrication capacity, but almost none of it will be online until at least 2027, if not 2028.

SK opened a fab in Cheongju in February, but that is the only rise in production among the three for 2026.

Nikkei says that production would need to rise by 12 percent a year in 2026 and 2027 to meet demand.

But according to Counte … Read the full story at The Verge.

Context

On the innovation side, research teams focus on efficiency gains, reliability, and measurable customer outcomes rather than headline metrics alone. Field feedback and production telemetry increasingly shape iteration cycles.

On the innovation side, research teams focus on efficiency gains, reliability, and measurable customer outcomes rather than headline metrics alone. Field feedback and production telemetry increasingly shape iteration cycles.

From a policy standpoint, jurisdictions differ on disclosure expectations, safety reviews, and cross-border data flows. Teams that document decisions and maintain audit trails tend to adapt more smoothly as rules evolve.

Investors and operators alike monitor macro conditions, interest-rate expectations, and regional demand when setting budgets. Even modest shifts in sentiment can affect hiring plans, R&D spend, and partnership activity across the stack.

From a policy standpoint, jurisdictions differ on disclosure expectations, safety reviews, and cross-border data flows. Teams that document decisions and maintain audit trails tend to adapt more smoothly as rules evolve.

Market participants continue to weigh supply dynamics, regulatory signals, and enterprise adoption when assessing near-term outcomes. Analyst commentary remains mixed, with emphasis on execution risk and timing of product rollouts.

Market participants continue to weigh supply dynamics, regulatory signals, and enterprise adoption when assessing near-term outcomes. Analyst commentary remains mixed, with emphasis on execution risk and timing of product rollouts.

On the innovation side, research teams focus on efficiency gains, reliability, and measurable customer outcomes rather than headline metrics alone. Field feedback and production telemetry increasingly shape iteration cycles.

Investors and operators alike monitor macro conditions, interest-rate expectations, and regional demand when setting budgets. Even modest shifts in sentiment can affect hiring plans, R&D spend, and partnership activity across the stack.

From a policy standpoint, jurisdictions differ on disclosure expectations, safety reviews, and cross-border data flows. Teams that document decisions and maintain audit trails tend to adapt more smoothly as rules evolve.

Market participants continue to weigh supply dynamics, regulatory signals, and enterprise adoption when assessing near-term outcomes. Analyst commentary remains mixed, with emphasis on execution risk and timing of product rollouts.

Readers following this topic may also consult ongoing coverage from Reuters Technology and AP News Technology for additional primary reporting and market context.

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