2025–present global memory supply shortage
ongoing shortage of RAM and SSD
A global computer memory supply shortage started in 2025 due to supply constraints and rapid price escalation in the semiconductor memory market, particularly affecting DRAM and NAND flash integrated circuits. This shortage has been referred to in media outlets as "RAMmageddon" or the "RAMpocalypse". Unlike the 2020–2023 global chip shortage, which stemmed primarily from pandemic-related supply chain disruptions from COVID-19, this shortage is driven by the intentional reallocation of manufacturing capacity toward highly profitable products intended for AI data center development, creating a scarcity of integrated circuits intended for the consumer and enterprise markets. According to a 2026 Kearney's PERLab analysis, the shortage is expected to last at least until 2030. In June 2026, Micron Technology CEO Sanjay Mehrotra expected the shortage to last through 2027, and supply to gradually improve by 2028. In August 2026, Jaejune Kim of Samsung Electronics expects the shortage to continue through 2028, while Kwak Noh-Jung of SK Hynix expects it to persist until 2030.
Background
Following a severe market downturn during 2022–2023, major memory manufacturers—Samsung Electronics, SK Hynix, and Micron Technology—implemented strategic production cuts to stabilize pricing. By mid-2024, the rapid expansion of generative AI services triggered unprecedented demand for specialized memory products, particularly high bandwidth memory (HBM) used in AI accelerators and data center GPUs. Specialized components of semiconductor technology are also experiencing supply constraints due to high demand in AI applications. For example, glass cloth, a high-performance glass fiber substrate used for power-efficient high speed data transfer and a crucial component of semiconductor manufacturing, is experiencing a supply crisis.
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