DRAM shortage to last through 2028: NanyaBy Lisa Wang / Staff reporterNanya Technology Corp (南亞科技) yesterday said the DRAM supply crunch could extend through 2028, as the artificial intelligence (AI) boom has led the world’s major memory makers to dramatically reduce production of standard DRAM and allocate a significant portion of their capacity for high-bandwidth memory (HBM) chips. The most severe supply constraints would stretch to the first half of next year due to “very limited” increases in new DRAM capacity worldwide, Nanya Technology president Lee Pei-ing (李培瑛) told a news briefing. Nanya Technology Corp president Lee Pei-ing poses for a photograph at the company’s headquarters in New Taipei City’s Taishan District yesterday. Nanya Technology said it expects HBM chips to account for 10 percent of the world’s total DRAM output this year, up from 7 percent last year and 4 percent in 2024. The company expects DRAM chip prices to jump further in the second quarter sequentially and the uptrend is to sustain through the end of this year, as demand continues to surpass supply, Lee said.
