Global memory chip crunch to persist even as Samsung, SK Hynix, Micron boost production

South China Morning PostCenter-RightEN 1 min read 100% complete by Eunice XuJanuary 21, 2026 at 01:15 AM

AI Summary

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Despite increased production efforts from major manufacturers like Samsung, SK Hynix, and Micron, a global shortage of memory chips is predicted to continue until at least 2027. Analysts at Zheshang Securities believe current expansion plans will not be sufficient to meet global demand. Micron is acquiring a fabrication facility from Powerchip Semiconductor Manufacturing Corp. to increase production, with mass production of advanced DRAM chips expected by 2027. This acquisition is projected to increase Micron's global capacity by over 10% relative to Q4 2026 levels. Micron also recently broke ground on a new US$100 billion manufacturing site in New York to produce high bandwidth memory (HBM) chips for AI data centers, further addressing the "unprecedented" shortage.

Key Entities & Roles

Key Player Opposition Context

Boise, Idaho 40% Taipei 40% Hangzhou 40% TrendForce 50% Zheshang Securities 50% New York 50% Taiwan 60% Powerchip Semiconductor Manufacturing Corp 60% Manish Bhatia ×270% Samsung Electronics 80% SK Hynix 80% Micron Technology ×390%

Keywords

memory chips 100% chip shortage 90% micron technology 80% production capacity 70% hbm 60% dram 60% supply gap 50% manufacturing site 50% artificial intelligence 40%

Sentiment Analysis

Neutral

Score: -0.10

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Source

South China Morning Post

Political Lean

Center-Right (0.50)

Far LeftCenterFar Right

Classification Confidence

90%

Geographic Perspective

Taiwan

This article was automatically classified using rule-based analysis. The political bias score ranges from -1 (far left) to +1 (far right).

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memory chips chip shortage micron technology production capacity hbm dram supply gap manufacturing site artificial intelligence

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