The RAM shortage could last years | Hacker News

Memory makers are running short on capacity and are prioritizing high-bandwidth memory (HBM) for data centers, which could keep consumer DRAM tight for years.

Samsung, SK Hynix, and Micron are expanding production on the assumption that AI infrastructure demand will keep rising.

But if large buyers such as OpenAI delay or cut orders, the industry could end up with stranded investments and overbuilt capacity.

RAM supply and pricing matter across consumer electronics, servers, and AI infrastructure, so a demand miss could flip the market from shortage to glut.