SK Hynix dropped some internal numbers showing that regular consumer RAM is going to stay tight until at least the end of 2028, and the company is basically admitting they care more about AI server cash than selling cheap memory to PC builders. Server demand keeps eating up production capacity while inventories have crashed to historic lows, and manufacturers have already sold out their 2026 slots.
The server side is projected to jump from 38% of total production to over half by 2030, which means PC users are stuck fighting for scraps. AI data centers keep burning through supply faster than anyone expected, and memory makers would rather chase those fat margins than flood the market with affordable chips.
NAND storage is heading the same direction since server demand pays better, so basically, everything memory-related is going to cost way more for regular people through 2028.
The server side is projected to jump from 38% of total production to over half by 2030, which means PC users are stuck fighting for scraps. AI data centers keep burning through supply faster than anyone expected, and memory makers would rather chase those fat margins than flood the market with affordable chips.
NAND storage is heading the same direction since server demand pays better, so basically, everything memory-related is going to cost way more for regular people through 2028.
