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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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.

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Apple CEO Tim Cook stated that high memory costs will significantly impact the company's business in coming quarters. He highlighted supply constraints during the latest earnings call despite strong revenue growth. The issue stems from skyrocketing RAM prices driven by AI data center demand.

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