Business · The Verge
SK opened a fab in Cheongju in February, but that is the only increase in production among the three
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Nikkei says that production would need to increase by 12 percent a year in 2026 and 2027 to meet demand.
Key facts
- Nikkei says that production would need to increase by 12 percent a year in 2026 and 2027 to meet demand
- According to Nikkei Asia, even as suppliers ramp up DRAM production, manufacturers are only expected to meet 60 percent of demand by the end of 2027
- Memory makers are only expected to meet 60 percent of demand by the end of 2027
- The world’s largest memory makers — Samsung, SK Hynix, and Micron — are all working to add new fabrication capacity, but almost none of it will be online until at least 2027, if not 2028
Summary
Memory makers are only expected to meet 60 percent of demand by the end of 2027. According to Nikkei Asia, even as suppliers ramp up DRAM production, manufacturers are only expected to meet 60 percent of demand by the end of 2027. The world’s largest memory makers — Samsung, SK Hynix, and Micron — are all working to add new fabrication capacity, but almost none of it will be online until at least 2027, if not 2028. SK opened a fab in Cheongju in February, but that is the only increase in production among the three for 2026.