SK Group chairman warns of RAM shortage until 2030

The chairman of SK Group has issued a bleak warning that the current RAM shortage could persist until 2030, expecting more than a 20% shortage of wafers. SK Hynix is developing a plan to stabilize RAM prices.

The chairman of SK Group has delivered a stark assessment of the RAM market, predicting prolonged supply constraints. In comments reported by TechRadar, he stated that 'the current shortage could continue until 2030, so we expect more than a 20 percent shortage of the wafers.' This outlook underscores ongoing challenges in semiconductor wafer production affecting RAM availability. The warning highlights a 'RAM crisis' amid persistent shortages. Separately, SK Hynix, a major subsidiary of SK Group, is working on a strategy to stabilize RAM prices, aiming to address market volatility. These developments were detailed in a TechRadar article published on 2026-03-18.

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HP executives highlight surging RAM costs to 35% of PC bill of materials due to AI demand during earnings call.
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HP reports RAM costs now at 35 percent of PC bill of materials

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During its Q1 2026 earnings call, HP executives revealed that RAM now represents 35 percent of the company's PC costs, up from 15 to 18 percent last quarter. The surge is attributed to AI-driven demand straining memory supplies. HP anticipates further price volatility and plans to raise PC prices in response.

Following its February announcement of delays, Valve made a public plea for RAM suppliers at the 2026 Game Developers Conference, highlighting persistent global shortages impacting Steam Machine production and other devices. A spokesperson directly asked attendees for leads on purchases amid the crisis dubbed 'RAMaggedon.'

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Samsung Electronics reclaimed the top position in the global dynamic random-access memory (DRAM) market during the fourth quarter of last year. According to data from industry tracker Omdia, Samsung's DRAM sales surged 40.6 percent quarter-on-quarter to $19.1 billion, capturing 36.6 percent of the market. SK hynix held 32.9 percent of the market with sales rising 25.2 percent to $17.2 billion.

Apple has quietly discontinued the 512GB RAM configuration for its Mac Studio, signaling challenges in the RAM supply chain. The move comes amid otherwise routine product announcements from the company.

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Notebook makers worldwide may face higher laptop prices this year due to RAM shortages and rising CPU costs. These component price increases are squeezing manufacturers, according to TechRadar, and are unrelated to Apple's MacBook Neo.

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