The end of RAMmageddon only in 2030?

A reminder of the situation: AI giants are buying up all the DRAM and NAND memory processors, essential components for their data centers, at the expense of consumer tech, causing price increases and release delays for electronic devices. When AI drains consumer tech… This “RAMmageddon” is nevertheless expected to last until the end of the decade, according to estimates from SK Hynix, one of only three companies in the world capable of manufacturing this type of chip, along with Micron and Samsung Electronics. Chey Tae-won, CEO of SK Hynix, told Bloomberg that he was expanding his production capacity, but that he would not be able to meet all global demand until around 2030. 2030: the (very) distant date for a stabilized market. Estimates are slightly more optimistic at Samsung, which, according to the Korean media outlet Chosun, hopes the market will return to normal by 2028. It should be noted that these three companies could theoretically produce more to compensate for the disaster, but they are holding back, for fear that the AI bubble will burst and too many processors will end up being manufactured unnecessarily. That's a shame…

War in the Middle East: No Helium, No Chips, a Major Underestimated Risk On top of that, the situation in the Middle East is a new and additional constraint not yet factored into the various scenarios presented above by analysts and industry specialists. The war could quickly impact chip production, which depends on the supply of helium, an essential and irreplaceable gas for their manufacture, stocks of which are only sufficient for a few weeks. However, Qatar, which accounts for about a third of global helium production, can no longer export a single drop. In short, the already critical situation could truly spiral out of control…