Citrini Predicts 28.7EB Global DRAM Shortage by 2030, Supply Gap to Widen to 25%

According to Citrini Research, the market research firm predicted on July 16 that global DRAM shortage will reach 28.7EB by 2030, accounting for 18% of total demand versus current global capacity of about 40EB.

By 2030, global DRAM (including HBM) demand is forecast at 157.5EB against supply of only 128.8EB. Standard DRAM faces the biggest bottleneck, with supply projected at 91EB annually but demand reaching 120EB, expanding the shortage ratio from current 18% to approximately 25%. Despite ongoing capacity expansions by Samsung, SK Hynix, Micron and Chinese manufacturers, rising AI infrastructure demand may rapidly absorb new production. DRAM average selling price (ASP) is expected to remain elevated at $1.5-2 per Gb, putting sustained pressure on server, PC and consumer memory costs.