Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — customers already reserving supply years ahead, while the wider DRAM market begins to tighten
Samsung and SK hynix have warned that AI-driven memory shortages, particularly for high-bandwidth memory (HBM), could persist until at least 2027 due to overwhelming demand from AI infrastructure. The surge in demand has led customers to reserve supply years in advance and is causing broader DRAM market constraints as manufacturers shift resources to higher-margin AI memory products. Despite investments in next-generation memory technologies, current production capacity is struggling to keep up with global demand.
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Tech Industry Artificial Intelligence Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — customers already reserving supply years ahead, while the wider DRAM market begins to tighten News By Etiido Uko published 30 April 2026 Supply may never match exploding demand, despite massive investments in supply infrastructure When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works.
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