The RAM shortage could last years

RAM and HBM shortages driven by AI data center demand are creating a multi-year supply crunch. Samsung, SK Hynix, and Micron—the three largest memory makers—are projected to meet only 60% of global demand by end 2027, with shortages potentially lasting until 2030. Manufacturers are prioritizing HBM for AI infrastructure over consumer DRAM, driving price increases across phones, laptops, and gaming devices.