ADATA warns of global DRAM shortage lasting a decade

ADATA chairman (Trần Lập Bạch, also known as Simon Chen) warned that worldwide DRAM scarcity could persist for up to ten years, keeping RAM and SSD prices far above pre‑AI levels. He said the surge in AI‑driven data centres, cloud infrastructure and modern servers is driving demand for memory faster than new production capacity can keep up.

Although Samsung, SK Hynix, Micron and China’s CXMT plan to expand DRAM lines between 2028 and 2035, Chen believes those projects will not fully offset the gap. He added that electricity and memory are likely to become the two most limited resources for the tech sector over the next decade. The chairman dismissed short‑term claims of an AI “bubble” bursting, stating that any discussion on a potential bubble can only begin after 2030.

Chen also noted that temporary oversupply from cloud providers renting unused compute power will be absorbed as AI applications spread across business, government and consumer models, leaving the DRAM shortage largely unchanged.