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Global RAM Crunch Could Stretch Into 2027 and Beyond as AI Demand Reshapes Supply
A prolonged memory shortage may continue to squeeze electronics makers for years, with production expected to meet only 60 percent of demand by the end of 2027 and new capacity largely aimed at AI-focused memory.
Key Takeaways
- Manufacturers are expected to meet only 60 percent of demand by the end of 2027.
- Major suppliers are adding capacity, but most new fabs will not be online until 2027 or later.
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DT Editorial AI··via theverge.com