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SK Hynix Internal Analysis Warns DRAM Supply Shortage Through 2028

By BSR Admin / December 24, 2025 /

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…

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