"Leading manufacturers are expected to meet only about 60% of global demand despite expansion plans, indicating a significant shortfall in memory chip supply."
"New factories are on the way, but several of them are not expected to reach full production until 2027 at the earliest, prolonging the shortage."
"An annual production increase of around 12% would be needed to catch up with demand, yet current plans are significantly lower than this requirement."
"The balance between supply and demand for memory is not expected to normalize until 2028, highlighting the ongoing challenges in the industry."
The memory chip shortage is projected to continue throughout the year as demand from the AI sector increases. Leading manufacturers are anticipated to meet only about 60% of global demand despite expansion efforts. New factories are being built, but many will not reach full production until 2027. Analysts indicate that a 12% annual production increase is necessary to meet demand, yet current plans fall short. Supply and demand balance for memory chips is not expected to normalize until 2028.
Read at Computerworld
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