Chipmakers on track to meet only 60% of AI memory demand by 2027

Demand for high-bandwidth memory used in AI systems is rising faster than chipmakers can expand supply.

Analysts now expect HBM supply to cover only about 60% of demand by 2027, despite major investment from Samsung, SK Hynix, and Micron.

Meaningful capacity gains are not expected until 2027 or 2028, and some forecasts say the shortage could last into 2030.

A prolonged shortage could slow AI hardware growth, raise costs, and force tradeoffs in PC and mobile memory production.