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RAM Shortage Could Last Until 2030 as AI Demand Outpaces Supply

A global shortage of computer memory (RAM) could last until 2030, according to SK Group chairman. Suppliers are only expected to meet 60% of demand by the end of 2027, even as they ramp up production.

April 20, 20263 sources2 min read
RAM Shortage Could Last Until 2030 as AI Demand Outpaces Supply

Computer memory is becoming scarce worldwide, and the shortage could drag on for six more years. SK Group chairman warned that shortages could persist until 2030, much longer than previous chip shortages.

This time is different from the pandemic-era chip shortage that lasted from 2020 to 2023. That shortage happened because COVID-19 disrupted supply chains and factories. The current RAM shortage stems from manufacturers shifting their production to make high-profit memory chips for artificial intelligence systems instead of regular computer memory.

Even as companies increase DRAM production, they're expected to meet only 60 percent of global demand by late 2027, according to Nikkei Asia. This gap between supply and demand means consumers and businesses will face higher prices for laptops, smartphones, servers, and other devices that need memory to function.

The shortage highlights how AI's explosive growth is reshaping the entire tech industry. Companies are prioritizing AI infrastructure over consumer products because AI memory chips sell for much higher profits.

Why this matters

This shortage will likely make computers, smartphones, and other devices more expensive for years. If you're planning to buy new tech or upgrade your computer, prices may stay high much longer than expected.

What to watch

Watch for continued high prices on computers and phones through 2027, with potential relief not coming until 2030.

Sources
artificial-intelligencecomputer-hardwaresupply-chain
This story was written with AI based on reporting from the sources above. For the complete story, visit the original sources.

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