Report says the RAM shortage could continue through 2027

In short: A report says the global RAM shortage may last for years, with supply still far behind demand through 2027.

What's going on

RAM is a common type of computer memory that helps devices run apps smoothly (you can think of it like a workbench, more space makes it easier to handle more tasks at once). According to Nikkei Asia, even with companies increasing production, manufacturers are only expected to meet about 60 percent of demand by the end of 2027.

The biggest memory makers, Samsung, SK Hynix, and Micron, are working on adding more factory capacity. But The Verge reports that almost none of that added capacity will be ready until at least 2027, and possibly 2028. SK Hynix opened a new factory in Cheongju in February, and that is the only production increase among the three companies expected in 2026.

Nikkei Asia says production would need to rise by about 12 percent each year in 2026 and 2027 to catch up. Counterpoint Research estimates the planned increase is closer to 7.5 percent.

Another complication is what the new factories will focus on making. Much of the new capacity is expected to produce high-bandwidth memory, or HBM, which is a type of RAM used mainly in AI data centers (large buildings full of computers that run online services). That means there may still be less of the general-purpose RAM used in everyday phones, laptops, VR headsets, and gaming handhelds.

What to watch

Watch whether memory makers shift more production back toward general-purpose RAM, and whether new factories open on schedule. SK Group’s chairman has also warned shortages could last until 2030, so device prices may stay under pressure for longer than many shoppers expect.

Source: The Verge AI