DRAM shortage could persist until 2030 as chip makers struggle to meet demand

TL;DR

Global DRAM manufacturers will only meet 60% of demand by end of 2027, with shortages potentially extending to 2030. Samsung, SK Hynix, and Micron are adding capacity but most new fabs won't come online until 2027–2028. Production must grow 12% annually to close the gap.

• •Demand-supply gap: only 60% of DRAM demand met by end of 2027
• •New fabrication capacity delayed: most additions won't arrive until 2027–2028
• •Required growth rate: 12% annual production increase needed in 2026–2027 to meet demand

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