Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — customers already reserving supply years ahead, while the wider DRAM market begins to tighten
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⚡ Quick Hits
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* Massive AI growth is driving unprecedented demand for HBM and traditional DRAM chips.
* Manufacturing giants Samsung and SK hynix warn that supply constraints will likely persist through 2027.
* Desperate enterprise customers are already pre-booking memory supplies years in