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The RAM shortage could last years

DRAM suppliers will only meet 60% of global demand by end-2027, with SK Group warning shortages could persist until 2030. Samsung, SK Hynix, and Micron are ramping production but face a multi-year capacity crunch affecting AI infrastructure buildout.

MentionsSamsung · SK Hynix · Micron · SK Group · Nikkei Asia

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The RAM shortage could last years · Modelwire