Memory makers have no plans to increase RAM production despite crushing memory shortages — 'modest' 2026 increase predicted as DRAM makers hedge their AI bets

Memory makers are not planning to increase RAM production significantly despite ongoing shortages, focusing instead on improving technology for AI chips. The top three chip makers are investing heavily in enhancing HBM modules for AI accelerators rather than expanding standard memory capacity. This decision is expected to prolong the memory shortage into 2027 due to the increasing demand for AI chips. Manufacturers are cautious about investing in infrastructure due to concerns about a potential AI bubble and uncertain market conditions. They are prioritizing technologies with higher returns on investment and converting existing DRAM lines to meet demand for more profitable chips.