TechFlow reports, July 20, Citrini analyst Jukan, citing Morgan Stanley analyst Joseph Moore, stated that the memory shortage problem in the data center sector continues to worsen, market supply pressure shows no signs of easing, and the tightness of memory supply remains higher than expected. Currently, prices for memory products of the same specifications have risen by at least 25% in Q3 compared to the expected levels for Q2 2026, higher than previous predictions by Morgan Stanley and third-party institutions.
The memory supply tightness issue may continue to intensify in 2027 and 2028. Current available memory resources in the market cannot meet the rapidly growing demands of the artificial intelligence industry, and this situation is difficult to change in the short term. AI is consuming a large amount of DRAM capacity, resulting in reduced memory resources available to other industries, and the production of consumer electronics such as PCs and smartphones has been affected.
