🎯 The Big Picture
According to Nikkei Asia, manufacturers are only expected to meet 60 percent of DRAM demand by the end of 2027.
📖 What Happened
SK Group chairman has even said that shortages could last until 2030 .
Nikkei says that production would need to increase by 12 percent a year in 2026 and 2027 to meet demand.
The new facilities will primarily focus on producing high-bandwidth memory (HBM), which is used in AI data centers.
🎤 Highlights
• Memory makers are only expected to meet 60 percent of demand by the end of 2027.
• SK Group chairman has said shortages could last until 2030.
🚀 Why It Matters
Infrastructure constraints have cascading effects across the AI ecosystem. Hardware availability directly impacts training costs and competitive positioning.
⚡ The Bottom Line
Everything from phones and laptops , to VR headsets and gaming handhelds have seen price increases due to the RAM shortage.
📰 Source: The Verge AI 🔗