DRAM crisis will be even worse in 2027, according to Samsung

Since the fall of 2025, prices for RAM and flash memory have virtually exploded as demand has increased dramatically due to the AI boom, far outstripping supply. Technology giants such as OpenAI are claiming a large share of production for themselves. Improvement is probably not in sight until 2028 at the earliest, as has already been reported several times. Kim Jaejune, a senior manager at Samsung's memory division, has now also commented on the DRAM crisis, as Reuters reports.

According to the report, Samsung's production volume is already falling far behind demand. With regard to the demand for DRAM and NAND, which will be produced in 2027, Samsung expects the DRAM crisis to worsen next year, as the gap between insufficient supply and extremely high demand is expected to widen even further. This would inevitably lead to further price increases. Whether prices will fall again in 2028 or the crisis will drag on for longer depends on how demand develops and how quickly production capacities can be expanded.

This crisis is turning out to be a goldmine for memory manufacturers, as Samsung's chip division was able to increase its profits by 4,800% in the first quarter of 2026 compared to the first quarter of 2025, the entire production for 2027 is said to have already been sold out. A quick look at current market prices shows how much prices have already risen over the past few months. 32 GB DDR5 RAM already costs $394 today, up from $91 past August. A 2 TB Samsung 990 Pro M.2 SSD is currently not available for $572, whereas the same SSD cost around $119 last year.