Memory product prices have recently surged by more than 180%
According to analysts at Counterpoint Research, the memory chip deficit could persist until at least the second half of 2027, with the timeline for market stabilization remaining highly uncertain.
Experts suggest that forecasting the end of this shortage is only possible through a rigorous analysis of demand shifts. Currently, the market is witnessing an explosive increase in memory requirements, driven by the massive expansion of artificial intelligence infrastructure. The pace of AI adoption is so rapid that demand continues to climb and is unlikely to subside in the coming years.
Per the latest study, memory product pricing has skyrocketed by over 180% recently, highlighting a severe misalignment between global supply and demand.
A key driver behind the surging DRAM demand is the aggressive activity of hyperscalers—major cloud service providers. These entities are securing not only the latest memory generations but also legacy solutions, including DDR4 modules, which remain vital for maintaining existing server infrastructure.
Industry analysts emphasize that future stability will depend on how quickly manufacturers can scale up production volumes. If output growth fails to keep pace with the expansion of AI ecosystems, the shortage could easily extend beyond 2027.