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RAM Crisis: 2027 Worst Year Yet?
14 Jul
Summary
- SK Hynix CEO predicts 2027 will be the worst year for RAM supply.
- The memory chip shortage may persist beyond 2030.
- Production capacity increases may fall short of targets.
The global RAM crisis is poised to intensify, with SK Hynix CEO Kwak Noh-jung issuing a stark warning. He anticipates that 2027 will represent the worst year in the memory industry's history from a supply standpoint. This difficult period is expected to continue, with projections indicating that the shortage will likely persist beyond 2030.
Compounding these concerns, analysis suggests that SK Hynix's expansion of memory production capacity may significantly miss its targets for 2028. South Korea's ambitious plans for memory chip production by 2030 are also facing scrutiny, with estimates suggesting a much slower ramp-up of new manufacturing plants. This could mean that South Korea falls well short of its stated production goals for 2030.
While some industry figures offer differing timelines for a potential easing of the RAM market, many, including Nvidia's CEO, foresee the crisis lasting for several more years. Recent reports, such as Microsoft's comments on Xbox pricing, further indicate ongoing cost increases for RAM. The consensus for the near-term remains worryingly negative regarding RAM pricing and availability.
