Memory supply is not expected to improve until the second half of 2027, according to Ray Wang, an analyst at SemiAnalysis. He notes that DRAM will remain constrained as chipmakers prioritize High Bandwidth Memory (HBM) for AI applications over commodity RAM. Additional supply is anticipated in 2028, but the market may still face shortages. AI
IMPACT Continued HBM demand for AI will likely keep memory prices high and availability tight through 2027.
RANK_REASON Analyst prediction about future supply chain constraints.
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