Memory Shortage May Run to 2030, With DRAM at a Record

Industry reporting on Wednesday, 4 November said the memory shortage could last until 2029 or 2030, with DRAM prices setting another record in October. The outlook extends a squeeze that has already pushed HBM onto the black market at roughly $4,000 a module. A two-year shortage is a pricing story; a five-year one becomes a standing assumption inside every hardware plan.