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RAMageddon is ready to rage on through 2030
SK Hynix, one of the major companies behind memory production, says that it’s sold out through 2029, leaving RAMageddon ready to rage on for at least the next three years.
On its latest earnings call today, SK Hynix confirmed that production of both DRAM and HBM (high-bandwidth memory) are effectively sold out not just for this year, not just for next year, but through 2029. That puts RAMageddon, the global shortage of memory, lasting at least another three years before we see any relief.
SK Hynix’s CFO explains (via The Motley Fool, Seeking Alpha):
…memory supply cannot keep pace with this level of demand growth, thus, we expect it to be difficult to fully meet customers’ volume requirements in the near term, given the complexities involved in implementing leading-edge processes and the lead times required to construct new production facilities. A situation where supply cannot keep up with demand is expected to persist for some time, a constraint projected to continue through 2030.
Micron, one of the other companies responsible for memory production, previously said to expect 2027 to be “even tighter” compared to 2026.
The SK Hynix call also details how the company is making long-term agreements which already account for “more than 50% of our total capacity for 2027 and 2028.”
SK Hynix isn’t the biggest name in DRAM/HBM production, with Samsung accounting for a larger share, but everyone else is dealing with the same constraints. PCMag points out that SK Hynix is working to build out more production capacity, as everyone else is too, but it takes time to build out the complex infrastructure.
Buckle up folks, this isn’t ending anytime soon. 🫠
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