SK Hynix CEO warns of global DRAM supply shortfall

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SK Hynix chief executive Kwak Noh-jung told Reuters the global memory industry is facing "the worst year in the industry's history from the supply perspective," and he expects customer demand to exceed capacity even beyond 2030. DRAM shortages are driven by high demand from consumer electronics and AI data centers, and other industry leaders give mixed timelines — Micron's CEO expects shortages through 2027 with easing in 2028, while a Bloomberg Intelligence analyst said the shortage likely peaked in Q2 2026. The constrained supply has already led major vendors such as Apple, HP, Dell and Lenovo to announce significant product price increases.

DRAM supply constraints will raise electronics prices