this post was submitted on 18 Mar 2026
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88
SK chairman warns global memory shortage may last through 2030 (www.koreatimes.co.kr)
submitted 14 hours ago by throws_lemy@lemmy.nz to c/technology@lemmy.world
9 comments fedilink hide all child comments
 

“The shortage stems from a lack of wafer capacity, and securing additional wafers takes at least four to five years,” he said. “We expect the industry-wide supply shortfall to persist at over 20 percent through 2030.”

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[–] yggstyle@lemmy.world 25 points 12 hours ago (1 children)

The ram cartel has decided that it is profitable to keep supply artificially limited.

They've definitely never done that before.

[–] Brewchin@lemmy.world 3 points 7 hours ago (1 children)

DeBeers, diamonds and FOMO marketing... not a new strategy.

But also not necessarily artificial scarcity in this case. Hard to tell.

[–] yggstyle@lemmy.world 2 points 6 hours ago

I'm pretty sure Samsung (?) Is on record for saying they have no interest in ramping capacity. Historically they've [memory manufacturers] done this before.

Announcing a shortage this long serves no purpose but to stoke fear and speculation ... Which drives prices up and hording.