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.

Korean chipmakers Samsung Electronics and SK hynix are ramping up memory production to meet surging demand from artificial intelligence (AI) servers. Industry analysts said on Sunday that production capacity is increasingly seen as a key determinant of competitiveness in the global semiconductor industry.

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Major memory manufacturers like Samsung, SK Hynix, and Micron are reporting record profits due to surging demand for RAM fueled by the AI industry. Prices for consumer RAM have more than quadrupled in recent months, with analysts predicting further increases in 2026. This boom stems from competition for limited supplies and shifts in production toward AI-specific memory types.

Japanese memory maker Kioxia has announced that its manufacturing capacity is fully booked until the end of 2026, due to surging demand from AI investments. This shortage is expected to keep SSD prices high for both enterprise and consumer markets. Executives warn that companies cannot afford to halt AI spending amid competitive pressures.

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A shortage of ram and flash memory chips, driven by the ai boom, has caused prices to triple in just three months, making it a poor time to build or upgrade pcs. While gpu prices have stabilized, the rising costs affect ssds and both ddr4 and ddr5 kits, with higher-capacity options hit hardest. Manufacturers like lenovo are stockpiling components to mitigate impacts.

The smartphone market grew 1.9% in 2025 despite tariffs and economic pressures, with Apple and Samsung capturing 39% of global shipments. Premium devices drove the gains, but a looming RAM shortage threatens higher prices in 2026. Industry experts warn of potential market contraction unless supply issues ease.

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Nintendo-Präsident Shuntaro Furukawa hat erklärt, dass das Unternehmen die steigenden RAM-Preise und Zölle genau im Auge behält, die potenziell den Preis der Nintendo Switch 2 beeinflussen könnten. In einem kürzlichen Interview betonte Furukawa, dass es keinen unmittelbaren Einfluss auf die Gewinne gibt, die Situation jedoch anhaltende Aufmerksamkeit erfordert. Der Manager skizzierte Nintendos Strategie, diese wirtschaftlichen Druckfaktoren durch langfristige Planung abzumildern.

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