This projected deficit contradicts market fears of a memory oversupply by 2027, which have recently weighed on shares of Micron and SK Hynix. In response to the tight market, Google is discussing long term agreements to secure memory capacity through 2035, while Samsung has already allocated 70% of its capacity through 2031.
Tuesday, October 20, 2026
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Dell Warns 4 Year Memory Gap will Worsen in 2027
AI19 hours ago
Production of AI servers is being limited by a scarcity of DRAM and HBM components that may take years to resolve, CEO Michael Dell told the Wall Street Journal. The global memory shortage is a structural problem and is unlikely to see meaningful relief until 2029 or 2030 because new fabrication plants typically take four years to build. Dell Technologies currently faces a $95 billion backlog of AI servers and expects the supply crunch to intensify throughout 2027.
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