Part of the problem is split production needs: Samsung's fourth plant needs to make logic chips for computing as well, which means it can't use all of its resources to develop memory chips. And while the company is also building a fifth plant, that location will be designated for producing advanced high-bandwidth memory (HMB), a specific type of memory used for AI semiconductors. That could lower the demand for more general use RAM, but Nikkei reports that this fifth plant will not begin running until 2028 or later. Nikkei reports that memory prices for the first three months of this year are up 90% on the quarter.
Nikkei cites Counterpoint Research, which estimates that these companies would need to increase production by 12% per year through 2027 in order to fix the RAM shortage. Right now, it reports that growth looks to be about 7.5%. As such, the issue may not return to normal until sometime next year.
The RAM shortage affects everything
Unfortunately, that has implications for everything that uses RAM, not just the RAM itself. While those who build or work with computers will notice the strain on RAM hardware, there's a long list of consumer devices that will continue to be impacted here as well. Smartphones, laptops, smart glasses, tablets, gaming consoles, cars: If it runs on a computer, it uses RAM. Coupled with market instability across the globe, expect prices on devices you buy to increase in tandem. This perfect storm likely caused Sony to raise prices on the PlayStation consoles and handhelds, for example.
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