Overview
- Wccftech, citing unnamed industry sources, reports shortages across DDR4, DDR5 and related memory likely persisting through Q4 2027.
- Micron has announced it will end Crucial’s consumer business, with branded DRAM and SSD sales stopping in March 2026.
- TeamGroup’s general manager says fabs and supply chains are fully loaded, with DDR5, LPDDR5, GDDR6, GDDR7 and DDR4 in severe short supply at least into the first half of 2026.
- Major suppliers such as SK Hynix and Samsung are prioritizing higher‑margin server and AI products over consumer markets.
- Rising data‑center storage needs and limited HDD expansion are pushing more cold data to SSDs, tightening NAND supply and keeping prices elevated.