Nanya Technology Corp president Lee Pei-ing said the global shortage of standard DRAM could last through 2028 as makers shift capacity to high-bandwidth memory (HBM) to meet AI demand.

Nanya is a Taiwan-based DRAM maker.

Lee said the most severe constraints could last into the first half of 2027 due to very limited additions of new DRAM capacity worldwide.

The company plans to raise monthly 12-inch wafer capacity to 20,000 in the first half of 2028 and plans to spend NT$52 billion (US$1.6 billion) in 2026 to build a new plant in New Taipei City’s Taishan District.

Nanya expects HBM to account for about 10 percent of global DRAM output in 2026, up from 7 percent in 2025..source-ref{font-size:0.85em;color:#666;display:block;margin-top:1em;}

🔗 Source: Taipei Times

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Implications, context, and why it matters.

Market leaders echo a broader view that DRAM supply is tight

Nanya, a Taiwan-based DRAM maker, expects a prolonged shortage. That view matches Samsung Electronics and SK hynix, which together control about 70% of the DRAM market 1.Samsung and SK hynix are leaning toward long-term profitability rather than fast capacity growth. Samsung reportedly fills only about 70% of incoming DRAM orders 1.This restraint comes after steep losses across the sector. Nanya posted a Q2 2025 gross loss of NT$2,165 million on a -20.6% margin, even as bit shipments rose about 70% quarter over quarter 2.The careful pace fits the industry’s boom-bust track record. Oversupply remains a recurring risk 3.