NuAxiSemiconductor trade intelligence
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
What happened
Samsung and SK hynix warn AI-driven memory shortages will persist until at least 2027, with fulfillment rates hitting record lows due to surging HBM demand. Manufacturers are reallocating capacity to high-margin AI memory, tightening supply for conventional DRAM and SSDs.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
Source and time
Source: Tom's Hardware · 4/30/2026 · View original source
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