The continued dominance of the AI market is driving the DRAM memory industry into chip shortages, as the AI and HBM markets eat up all production capacity.
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In a new report from MyDrivers, the general-purpose DRAM memory chip industry might see shortages as the AI hype is forcing DRAM manufacturers like SK hynix and Samsung to all-in with HBM production and enterprise storage, leaving DRAM in a cold, dark room… for now.
The capacity utilization rates for DRAM have stooped to an all-time low in the markets because DRAM manufacturers are too busy enjoying the insatiable demand for HBM. DRAM manufacturers have already scaled down their DRAM production by a “huge margin” from the previous condition of the markets, so the sudden boost in demand will create a domino effect of issues down the road for these companies… that not too long ago were in a state of inventory correction for the last few quarters.
The general-purpose DRAM memory chip market is important for the PC industry as a whole. According to the new report, we could expect worldwide shortages of regular DRAM. We are almost sure this is going to cause a price increase in RAM, whether that’s immediate, short-term, or long-term. It’s almost inevitable.
If you’re in the market for some new RAM for your gaming PC, then I suggest thinking about grabbing a decent kit as soon as you can, especially if prices start skyrocketing. This is just as Intel is about to launch its next-gen Core Ultra 200 series “Arrow Lake” desktop CPUs and AMD with its Zen 5-based Ryzen 9000 series “Granite Ridge” CPUs, all of which require new DDR5 memory.