Memory Makers Will Only Meet 60% of DRAM Demand Through 2027, Locking In Years of Shortages and Price Pain

DRAM makers are adding factories and lines, but supply is still projected to cover only about 60% of global demand through 2027.

AI datacenter demand is absorbing most new output, leaving tighter supply for PC and smartphone memory.

That is likely to keep DRAM and HBM prices elevated for years.

Even with expansion from Samsung, SK Hynix, and Micron, consumer memory markets should remain constrained.