Samsung and SK Hynix are telling everyone they are not going to ramp up DRAM production like crazy because they got burned during the COVID era when demand tanked. Both companies slashed output back then to deal with oversupply, and right at this moment, their production lines are super constrained. They are worried that if they scale up too fast and the AI hype dies down, they will end up with another oversupply mess on their hands.
The memory shortage is probably going to stick around until 2028 based on what suppliers are saying. Samsung and SK hynix are locking in short-term contracts so they can adjust prices faster and keep long-term profitability as the main goal. RAM prices have already gotten ridiculously expensive, and the situation is not improving anytime soon for consumers who need to buy RAM or GPUs.
The memory shortage is probably going to stick around until 2028 based on what suppliers are saying. Samsung and SK hynix are locking in short-term contracts so they can adjust prices faster and keep long-term profitability as the main goal. RAM prices have already gotten ridiculously expensive, and the situation is not improving anytime soon for consumers who need to buy RAM or GPUs.
