Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — customers already reserving supply years ahead, while the wider DRAM market begins to tighten

Samsung and SK hynix warned that AI-driven demand for HBM and other memory chips could keep global shortages running through at least 2027.

Some customers are already reserving capacity years ahead, signaling unusually tight supply conditions across the memory market.

The crunch is likely to spill beyond HBM into DRAM and storage, potentially affecting server, PC, and mobile hardware availability and pricing.

Both companies plan to expand investment to keep up, as AI data centers continue to strain the memory supply chain.