DRAM Shortage May Persist Until 2030, Nikkei Reports
DRAM supply will reach only 60 percent of demand by end-2027, per Nikkei Asia, with SK Group's chairman warning the shortage may last until 2030. Samsung, SK Hynix, and Micron are expanding capacity, but almost none comes online before 2027. SK Hynix's February fab opening in Cheongju is the only new production