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The worldwide memory supply shortage may drag on well past 2028. According to reports from South Korean media, Samsung and SK Hynix, which together command a 70% share of the market, have recently indicated that substantially boosting production capacity in the near term to ease the scarcity will be a tough task. At present, memory producers are redirecting their production capabilities toward high-margin High Bandwidth Memory (HBM) to cater to the burgeoning demand for AI accelerators. This strategic shift is further intensifying the shortage of conventional memory chips. It is anticipated that the scarcity of regular memory supplies will peak during the first and second quarters of 2026, with the market unlikely to return to normalcy before 2027, and possibly not even until 2028.
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