SK Hynix, the world’s second-largest DRAM manufacturer, announced that it has already booked more than half of its production capacity for 2027 and 2028. The company expects memory demand to outstrip supply for another 3–4 years. Building new fabs requires massive investments and takes several years.
The fallout of the crisis is already visible in the DDR5 market. The rising cost of components will affect both next-gen consoles and graphics cards.
A launch for PS6 and Xbox Helix in 2027–2028 now appears unlikely. The devices are expected to arrive closer to 2029.
Some economists predict the AI bubble will burst soon, which could reduce demand for memory. Even so, electronics prices are unlikely to return to previous levels right away.