Half-Met Demand: Global Memory Crisis to Persist Through 2027

The memory chip shortage extends far beyond 2024, with leading manufacturers expected to meet only 60 percent of global demand through 2027 and potentially until 2030. Rather than alleviating the price crunch on consumer devices, new production capacity is being prioritized for AI-focused high-bandwidth memory, leaving general-purpose DRAM supplies constrained. This prolonged shortage signals a systemic supply chain weakness that will keep consumer electronics prices elevated for years to come.