💸Memory Makers to Meet Only 60% of Demand by End of 2027
Your next-gen AI project just got a lot more expensive
TL;DR
The world's largest memory makers are struggling to meet demand, and it's going to cost you. By 2027, they'll only cover 60% of the market, with shortages lasting until 2030.
Memory makers are in a bind – they can't keep up with demand. By 2027, they'll only be able to meet 60% of it, and that's not all. Suppliers are ramping up production, but new facilities won't come online until at least 2027 or 2028. SK Hynix just opened a new fab in Cheongju, but it's the only increase in production for 2026. The world's largest memory makers – Samsung, SK Hynix, and Micron – are adding new capacity, but it won't be enough to meet demand. They'd need to increase production by 12% per year in 2026 and 2027 just to keep up.
Key Points
60% of demand will be met by the end of 2027
Shortages could last until 2030
New fabrication capacity won't come online until at least 2027 or 2028
SK Hynix opened a new fab in Cheongju in February
Why It Matters
If you're building an AI data center, this affects your budget. Companies are prioritizing high-bandwidth memory (HBM) over general-purpose DRAM used in computers and phones.
Frequently Asked Questions
Why does this matter?
If you're building an AI data center, this affects your budget. Companies are prioritizing high-bandwidth memory (HBM) over general-purpose DRAM used in computers and phones.
What happened?
The world's largest memory makers are struggling to meet demand, and it's going to cost you. By 2027, they'll only cover 60% of the market, with shortages lasting until 2030.
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