The global memory (RAM) shortage is happening right now in 2026, with memory executives and industry analysts expecting severe supply constraints and high prices to continue through 2027 and into 2028.
Why This Is Happening
AI Demand: Semiconductor leaders (Samsung, SK Hynix, and Micron) shifted production toward high-margin High-Bandwidth Memory (HBM) and server DRAM to feed artificial intelligence infrastructure.
Lower Consumer Supply: Less factory capacity is left over to make standard RAM for smartphones, laptops, prebuilt PCs, and gaming consoles.
Why This Is Happening
AI Demand: Semiconductor leaders (Samsung, SK Hynix, and Micron) shifted production toward high-margin High-Bandwidth Memory (HBM) and server DRAM to feed artificial intelligence infrastructure.
Lower Consumer Supply: Less factory capacity is left over to make standard RAM for smartphones, laptops, prebuilt PCs, and gaming consoles.