Svmuu News: Citrini analyst Jukan posted on X, citing the views of Morgan Stanley analyst Joseph Moore, stating that the memory shortage in the data center sector continues to worsen, with no signs of relief in market supply pressures and memory supply constraints remaining more severe than expected. Currently, prices for memory products of the same specifications have risen by at least 25% in the third quarter compared to projected levels for the second quarter of 2026, exceeding previous forecasts by Morgan Stanley and third-party institutions.
Memory supply constraints are likely to continue intensifying in 2027 and 2028. Currently available memory resources cannot meet the rapidly growing demand from the AI industry, and this situation is unlikely to change in the short term. AI is consuming a significant portion of DRAM production capacity, reducing the memory resources available to other industries and already impacting the production of consumer electronics such as PCs and smartphones.
AI is consuming a significant portion of DRAM production capacity, resulting in fewer memory resources available to other industries; production of consumer electronics such as PCs and smartphones has already been affected. AI demand is not only impacted by memory shortages; memory itself is gradually becoming one of the key bottlenecks limiting AI development, on par with data center space and power supply. In addition, some cloud computing customers are paying higher-than-expected prices to secure memory products with a six-week lead time. The market believes that as the deployment of AI servers continues to expand, supply chain pressures for High Bandwidth Memory (HBM) and DRAM are likely to persist.