AI BriefingRAM Shortage Could Persist for Several Years
Key point
A surge in demand for HBM for AI is expected to keep general-purpose DRAM in short supply through 2027.
Details
As demand for HBM (High Bandwidth Memory) for AI data centers surges, the supply-demand imbalance in general-purpose DRAM is expected to persist for the long term.
According to a major analysis, manufacturers' supply is expected to remain at around 60% of total demand by the end of 2027. To meet demand, production would need to increase by 12% annually, but currently planned increases are only 7.5%.
Major memory manufacturers such as Samsung, SK Hynix, and Micron are expanding production capacity, but most of the new facilities are focused on HBM production. While this is favorable for building out AI infrastructure, the effect on improving supply-demand conditions in the general consumer memory market remains unclear.
The ripple effects of this supply shortage are putting price increase pressure across consumer electronics as a whole, including smartphones, laptops, VR headsets, and gaming handhelds.
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