The RAM shortage could last until 2027, driven by the rapid expansion of AI

The rapid growth of the artificial intelligence industry is driving a prolonged shortage of memory chips. According to analysts at Nikkei Asia, the deficit could persist until 2027, while the head of SK Group believes it may last as long as 2030.

The main reason is the surging demand for high-bandwidth memory (HBM), which is essential for powering AI accelerators.

Leading manufacturers such as SK Hynix, Samsung, and Micron are being forced to reallocate their production capacity. Data from Nikkei Asia suggests output would need to grow by around 12% annually in 2026 and 2027 to meet demand. However, Counterpoint Research reports that manufacturers are only planning for a 7.5% increase.

Because HBM production is more profitable, companies are prioritizing it, which in turn limits the supply of standard DRAM used in conventional PCs.