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TL;DR The global DRAM supply shortage is expected to last until 2028, based on an internal analysis attributed to SK Hynix. Commodity DRAM supply growth is constrained by slow fab expansion and production capacity being prioritized for AI and server memory. Rising AI and data-center demand is absorbing a growing share of DRAM output, tightening…
Read MoreThe DRAM supply crunch shows no signs of easing, driven by the surging demand from AI workloads and high-performance computing. What was once a cyclical market prone to oversupply has transformed into a seller’s market, with memory and storage components in increasingly short supply. Major cloud service providers (CSPs) are making unprecedented moves to secure…
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