According to analysts at Counterpoint Research, the shortage of memory chips may persist until at least the second half of 2027, and the timing of market normalization remains uncertain.
Analysts note that the end of the shortage can only be predicted through an analysis of demand dynamics. Currently, the market is experiencing a rapid increase in demand for memory due to the large-scale construction of infrastructure for artificial intelligence. The pace of adoption of AI solutions is so high that demand for memory continues to increase and is unlikely to decrease in the coming years.
According to the study, prices for memory products have increased by more than 180% recently, which indicates a serious imbalance between supply and demand.
One of the main factors driving the demand for DRAM is the activity of large cloud operators — the so-called hyperscalers. They purchase not only modern types of memory, but also older solutions, including DDR4 modules, which continue to be actively used in server infrastructure.
Experts note that the future situation will depend on how quickly memory manufacturers can increase production volumes. If production growth does not keep pace with the expansion of AI infrastructure, the shortage may persist even after 2027.
