According to CoinMeta, and as reported by the South Korean newspaper Chosun Ilbo, the export prices of DRAM in South Korea have continued to soar, with the production of HBM driven by AI putting pressure on the supply of regular memory. Data shows that from January 1st to 20th of this month, the export unit price of DRAM in South Korea reached $92,183 per kilogram, a year-on-year increase of 401%, and about 12.5 times higher than the low point in January 2023. Goldman Sachs predicts that the supply gap for DRAM will expand from 5.0% this year to 5.9% next year, and believes that "the HBM required for AI servers, as well as large-capacity DRAM servers, are absorbing limited production capacity, leading to a further tightening of the supply of regular DRAM." TrendForce estimates that by the end of next year, the amount of wafers used by Samsung, SK Hynix, and Micron for HBM production will account for 30% of the total wafer input, but these wafers will only account for about 13% of the actual DRAM bit supply. Memory manufacturers warn that the tight supply of DRAM and NAND driven by demand may continue beyond 2027. SK Hynix stated that from a supply perspective, 2027 could become "the most severe shortage year in the history of the memory industry." Goldman Sachs expects that the supply shortage may continue until 2028.