Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes
SK hynix customers offer to buy its EUV machines and fund new fab lines as memory capacity hits zero amid crushing AI-driven shortages
Ultimately, it’s HBM that’s driving the massive gap between wafer supply and demand. HBM consumes far more wafers per bit than standard DRAM and carries the industry's highest margins, so capacity keeps tilting toward them. SK hynix holds about 57% of the HBM market and 32% of global DRAM, and Chey has said he wants the company to become a major HBM supplier for Nvidia's Vera Rubin platform and is seeking more manufacturing partnerships in Taiwan beyond TSMC.
But buyers aren’t waiting on new fabs for relief. TrendForce projected DRAM contract prices to rise 63% in the second quarter after climbing roughly 95% in the first, and DDR4 spot pricing ran up around 2,200% over 12 months before a recent decline. Even with capacity doubling, outlooks across the next five years are unchanged, and the market is likely to stay tight for the rest of the decade as things currently stand with AI demand.
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Key considerations
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Reference reading
- https://www.tomshardware.com/pc-components/dram/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/dram/sk-hynix-to-double-memory-wafer-capacity-over-five-years#main
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