Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — customers already reserving supply years ahead, while the wider DRAM market begins to tighten

Samsung and SK hynix are warning of AI-driven memory shortages potentially lasting until 2027 and beyond, with HBM demand surging. The companies are struggling to meet demand as customers reserve supply years in advance, impacting the broader DRAM market. The shortages are fueled by the need for high-speed memory in AI infrastructure, particularly HBM, which is challenging to manufacture. Despite efforts to develop alternative memory technologies, the demand for existing memory remains overwhelming, prompting companies to invest in expanding production capacity. The memory crunch is part of a larger trend of resource shortages in the tech industry due to the rapid growth of AI infrastructure.