DRAM suppliers are the new Santa Claus, HBM is a 'black hole' for DRAM production capacity
TweakTown | 20.12.2025 10:25TL;DR: DRAM suppliers like Samsung, SK hynix, and Micron control chip allocation amid tight production capacity, driven by surging AI demand for HBM memory. This has caused widespread shortages and soaring prices in consumer PC products, with supply constraints expected to persist until at least 2028.
