Global DRAM shortages could persist for years, with supply failing to meet demand despite efforts by the world’s top memory manufacturers to expand production capacity. According to Nikkei Asia, manufacturers are projected to meet only 60% of demand by the end of 2027.
SK Group chairman Chey Tae-won has warned that the shortage could extend until 2030, signaling prolonged challenges for the semiconductor industry.
Industry Giants Struggle to Ramp Up Production
The world’s largest memory makers—Samsung, SK Hynix, and Micron—are investing heavily in new fabrication facilities to address the shortfall. However, almost none of this new capacity is expected to come online before 2027 or even 2028.
As of now, SK Hynix is the only company with a new facility operational, having opened a fabrication plant in Cheongju, South Korea, in February 2026. This represents the sole production increase among the three major manufacturers for that year.
Demand Outpaces Supply Despite Expansion Efforts
Nikkei Asia reports that DRAM production would need to grow by 12% annually in 2026 and 2027 to meet current demand levels. However, industry analysts, including Counte, suggest that achieving this growth rate remains highly uncertain due to ongoing supply chain and manufacturing constraints.
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