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Artificial intelligence has triggered a global memory shortage until 2030 — computer and smartphone prices will continue to rise, - SK hynix
One of the largest memory manufacturers and a supplier to Apple warned that demand for DRAM and NAND storage will exceed supply even in 2030. The main reason is the rapid development of AI, which requires huge amounts of memory.
SK hynix has already struck deals with 14 tech giants that will take more than half of its production capacity in 2027–2028. At the same time, building new fabs takes years, so the shortage cannot be quickly eliminated.
DRAM prices have already risen by roughly five times. For example, a DDR5 kit of 32 GB, which used to cost $80–100, is now selling for about $500. SSDs, graphics cards, and finished computers are following suit in price increases.
Even Apple, which reserved memory supplies in advance, is not protected from higher procurement prices. So don’t expect cheap PCs and smartphones to return in the coming years.
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