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DigiTimes
Memory shortage to worsen in 2027 as AI inference strains supply, Silicon Motion CEO says
Wallace Kou, CEO of Silicon Motion, indicates that the global memory shortage will intensify in 2027 due to rising demand for AI inference technologies. This scarcity is projected to persist until late 2028, resulting in sustained high prices over the next few years. The implications for the tech industry could be significant as companies vie for limited memory resources.
MonitorConfidence: HighMid term horizonSupply chain risk: High
Published 22 Jul 2026, 02:21 UTC1 min read
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Summary
TL;DR
- Wallace Kou predicts a worsening global memory shortage by 2027.
- The shortage is driven by increased demand for AI inference.
- High prices for memory chips are expected to continue for 2-3 years.
- Easing of the shortage may not occur until the second half of 2028.
- Key implications for tech companies reliant on memory resources.
Interesting facts
- The AI industry is a major factor influencing memory chip supply.
- Demand for memory is expected to outstrip supply significantly by 2027.
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