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 warn that severe AI-driven memory shortages could persist through 2027 as exploding HBM demand overwhelms supply, tightens the broader DRAM market, and fuels record profits