RAM SHORTAGE EXPECTED TO PERSIST UNTIL 2028

The extended shortage reflects ongoing imbalances between memory chip supply and demand across the semiconductor industry. Contracts for 2027 RAM supplies are commanding premium prices compared to the previous year, signaling sustained market tightness. The projection underscores persistent challenges in memory production capacity expansion. Major manufacturers have struggled to meet surging demand driven by data centers, AI infrastructure, and consumer computing needs. Higher memory prices compound costs for system builders and cloud providers reliant on RAM for server deployments. The shortage spans both DRAM and NAND flash memory markets, with no immediate relief expected. Memory companies continue expanding fabrication capacity, but production ramps typically require 18-24 months to reach full output. Industry observers anticipate gradual supply improvements only after 2028 as new fabs come online.