AMD Sees DDR5 Supply Normalizing by 2028 as AI Demand Keeps Memory Tight
Updated
Updated · Yahoo · Jun 9
AMD Sees DDR5 Supply Normalizing by 2028 as AI Demand Keeps Memory Tight
3 articles · Updated · Yahoo · Jun 9
Summary
AMD's David McAfee said DDR5 supply could start improving by late 2027 and normalize into 2028, though only if AI-driven demand does not rise just as fast.
New memory capacity is being built for DDR, LPDDR and HBM, while DDR4 production is unlikely to return as manufacturers have largely shifted to newer technologies.
AI server refreshes have made this cycle unusually tight: Micron recently said demand exceeds available supply for the foreseeable future, and Team Group warned most 2026-2027 output is already spoken for.
Samsung and SK hynix are expanding cautiously after trying to avoid oversupply in late 2025, underscoring that memory makers still fear a boom-bust cycle even as prices remain elevated.