gaming

2030 DRAM shortfall forecast: 28.7 exabytes, about a 25% deficit

Citrini research projects a 28.7 exabyte DRAM shortfall in 2030 out of 157.5 EB total demand, leaving general DRAM supply about 25% below demand. The report says supply would be roughly 91 EB/year vs 120 EB/year demand for general DRAM, and notes current global DRAM capacity is around 40 EB. Analysts warn Chinese production ramp-ups won't fully close the gap and unmodeled physical-AI demand could widen the deficit.

• 28.7 EB shortfall projected from 157.5 EB total demand in 2030
• General DRAM expected ~25% deficit: 91 EB supply vs 120 EB demand
• Current global DRAM capacity ~40 EB — comparable to the projected shortfall
• DRAM prices forecast $1.50–$2.00 per Gb; Chinese output increases unlikely to eliminate the gap