Samsung and SK Hynix warn of tightening DRAM supplies as production shifts to AI memory chips

Samsung and SK Hynix warn that shifting production to AI-focused memory is tightening conventional DRAM supplies, forcing device makers to adjust their plans.

Insights:
Samsung Electronics Co., Ltd. and SK hynix Inc. warned that computer and smartphone companies are set to bear the brunt of a worsening shortage of DRAM chips. Leading manufacturers in KR KRKR are prioritising demand for more lucrative chips required to build AI infrastructure, specifically high-bandwidth memory (HBM), which has prompted a significant diversion of manufacturing capacity toward HBM for AI servers.
The SK hynix logo appears in this illustration taken August 25, 2025. REUTERS/Dado Ruvic/Illustration/File Photo
The SK hynix logo appears in this illustration taken August 25, 2025. REUTERS/Dado Ruvic/Illustration/File Photo
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