SK hynix and ADATA warn of memory shortages: 2027 could become particularly tight for DRAM and HBM - igorslab.de

SK hynix and ADATA have issued warnings about a severe memory shortage expected in 2027, particularly affecting DRAM and HBM (High Bandwidth Memory). This forecast stems from the rapid growth in AI in... Read original →

The memory shortage is intensifying due to explosive demand from AI infrastructure, triggering a cascade effect across the semiconductor supply chain. The voracious appetite of AI accelerators for HBM and DRAM is diverting production capacity from consumer-grade products like DDR5 and SSDs, squeezing PC builders and driving prices upward. SK hynix and ADATA’s warnings highlight the inflexibility of semiconductor manufacturing cycles, while Samsung’s forecast extending to 2028 underscores a structural supply gap rather than a temporary disruption. Companies may respond by accelerating vertical integration or exploring alternative materials, but short-term relief is unlikely. In market dynamics, leading players are securing capacity through long-term contracts, deepening the divide between large and small vendors. Over the next 12 to 24 months, memory pricing will remain elevated, with consumer-grade products increasingly marginalized, reshaping the industry’s technical stratification.