AI Demand Extends Memory Shortage to 2030

1 reports archived1 independent sourcesupdated 11/4/2026, 17:37:40

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The global memory shortage is projected to persist until 2029-2030 as AI server chips consume mature process capacity. Smartphone manufacturers report rising BOM costs and shortages in OLED ICs. Although channel vendors are discounting inventory due to cash flow pressure, major DRAM makers have sold out their 2027 production capacity, indicating a sustained supply tightness.

LATEST/The global memory shortage is projected to persist until 2029-2030 as AI server chips consume mature process capacity. Smartphone manufacturers report rising BOM costs and shortages in OLED ICs. Although channel vendors are discounting inventory due to cash flow pressure, major DRAM makers have sold out their 2027 production capacity, indicating a sustained supply tightness.

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IT之家 · IT业界T2Nov 4, 17:37·68 pts
AI Demand Extends Memory Shortage to 2030
- AI server chips consuming mature process capacity drives memory shortage projections through 2029-2030.
- Smartphone BOM costs rise continuously, with OLED IC shortages expected to worsen significantly by 2027.
- Major DRAM makers like SK Hynix and Samsung have sold out 2027 capacity, tightening third-party market access.
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