RAM crisis could last until 2030 — and then get ready for the robots
RAM crisis will last the rest of this decade according to SK Hynix, and then 'physical AI' will come into play.
SK Hynix, a leading memory chip manufacturer, has raised concerns about a RAM crisis that could persist until 2030, with further memory supply challenges arising from physical AI applications like autonomous driving and robotics. Despite reporting record profits, SK Hynix has noted that the supply shortage is not keeping up with market growth, attributing this to the complexity of leading-edge production processes and the lengthy construction times for new manufacturing facilities.
The company expects demand to outstrip supply through 2030, driven by enterprise and AI demands, particularly from physical AI applications. Analysts from Micron have also predicted similar trends, with humanoid robots potentially requiring up to 200GB of RAM and multiple terabytes of storage per unit. These predictions highlight growing concerns among industry experts about the prolonged RAM shortage and its potential impact on consumers.
While the RAM crisis may not alarm all users, it certainly poses challenges for shareholders, but they are likely to benefit from the anticipated growth in the global AI data center infrastructure market.
Written by urgent.news from TechRadar's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
