Rumors
SUMMARY
The global memory chip shortage, which has driven up prices for memory cards and SSDs for nearly a year, is projected to continue for an extended period. SK Hynix CEO Kwak Noh-jung predicts unprecedented supply shortages in 2027, with the situation likely persisting past 2030. While high bandwidth memory (HBM) for AI datacenters is the primary driver, manufacturers are diverting capacity from NAND flash production, impacting consumer memory card supplies and prices.
TAKEAWAYS
Memory card and SSD prices may not decrease until after 2030.
AI demand for HBM chips is causing unprecedented memory supply shortages.
Manufacturers are shifting production from NAND flash to HBM, reducing memory card supply.
Analysts predict global DRAM market undersupply until at least Q2 2028.