The RAM shortage could last years
TL;DR
According to Nikkei Asia, DRAM suppliers are expected to meet only 60 percent of demand by the end of 2027 despite ramping up production. The SK Group chairman has warned that shortages could persist until 2030, while memory giants Samsung, SK Hynix, and Micron are all scrambling to expand capacity.
Nauti's Take
The RAM shortage is a forcing function for efficiency: teams building on leaner AI architectures today will be less exposed than projects banking on unconstrained resource scaling. The risk is real and long-term: through 2030, chips planned today may simply not be available – a direct threat to AI data center scaling.
Anyone planning AI infrastructure in the coming years should treat memory availability as a strategic bottleneck in their roadmap today.
Sources