'The memory chip market is heading toward a severe shortage': analyst firm believes RAM crisis could get far worse in 2027 — and you can blame AI ramping up

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  • A new report from KB Securities gets very gloomy about the RAM crisis
  • We're told the "memory chip market is heading toward a severe supply shortage" in 2027
  • AI demand has ramped up massively with infrastructure investments up 60% year-on-year to $1.3 trillion, creating even more demand for memory as fuel for that rise

If you thought the RAM crisis was going to get worse next year, you're very probably right — but apparently we might suffer an even more severe shortage than some analysts already expect.

Wccftech flagged up an article from Business Korea (translated from Korean), which suggests that the RAM squeeze is tightening its grip on two of the biggest memory chip makers.

Citing a report from KB Securities, the rumor is that Samsung and SK Hynix are now down to fewer than 10 days of memory inventory, which is very close to running dry.

This has...

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Sources: self-driving simulation software maker Applied Intuition has received investment offers that would value it at $30B+, up from $15B in June

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