When will we see these changes? --> China Is Doubling RAM Production to Keep Everyday Gadget Prices from Skyrocketing
Summary
China is doubling its RAM production capacity to stabilize memory chip supply and keep everyday gadget prices from spiking amid rising global demand.
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Memory expert suspects RAM price drop in 2027'H2 due to china heavy investments
An ex-Samsung chip executive predicts that aggressive investments by Chinese memory manufacturers like CXMT could lead to a RAM price drop in the second half of 2027, as increased supply outpaces demand.
The memory shortage is causing a repricing of consumer electronics
AI-driven demand for high-bandwidth memory (HBM) is constraining consumer RAM production, causing price increases for devices like cheap smartphones, especially in emerging markets.
The RAM shortage could last years
Global RAM manufacturers are expected to meet only 60% of demand by end of 2027, with shortages potentially lasting until 2030, as chipmakers prioritize high-bandwidth memory for AI data centers over consumer electronics. Price increases are already affecting phones, laptops, VR headsets, and gaming devices.
@elonmusk: China will be making a LOT of RAM in 2028
Elon Musk 预言中国到2028年将大量生产 RAM，援引韩国财经专栏警告：新产能上线后内存可能在2029年出现供过于求，韩国仅有2-3年时间发展新增长产业。
Memory crisis is getting so bad that even retro RAM prices are going to the Moon
The global memory crisis is driving up prices for legacy DDR2 and DDR3 RAM as hardware makers turn to older components due to shortages of mainstream DRAM, with contract prices expected to rise sharply.