DRAM Capacity
MediumActiveStandard DRAM production is concentrated in Samsung, SK Hynix, and Micron. While less acute than HBM constraints, DRAM supply remains cyclical with capacity additions requiring 18-24 month lead times. Server DRAM demand continues growing with AI workloads.
Source Companies(control or create this constraint)
Affected Companies(impacted by this constraint)
Severity Assessment
Medium
3/5This constraint is notable but manageable with current mitigation efforts.
Affected Segments
Current Status
Active
This bottleneck is currently constraining supply.