TECH NEWS – According to an analyst firm, it is out of the question that memory will become cheaper in the short term. The memory shortage does not appear to be easing anytime soon, and Counterpoint Research also predicts that prices will not normalize anytime soon.
Although there is no exact timeline for when the DRAM shortage will ease, this can be predicted by monitoring how demand evolves over time. Given the current pace of AI infrastructure deployment, it’s clear that demand for memory isn’t slowing down anytime soon. Therefore, according to Counterpoint Research, the shortage could persist until the second half of 2027 – or even longer – depending on how the gap between supply and demand evolves. Counterpoint reports that memory product prices have risen by more than 180%, suggesting that the shortage is becoming increasingly severe.
We have reported on the drivers of DRAM demand growth several times in the past. However, a significant portion of this demand stems from hyperscalers who target not only modern DRAM products, but also older types, such as DDR4 modules. Counterpoint notes that the memory shortage is expected to persist until the second half of 2027. While this timeline aligns with previous rumors, it depends on how memory manufacturers plan to increase production.
Demand for memory has emerged on multiple fronts. The most significant drivers include hyperscalers, ASIC manufacturers, GPU manufacturers, and the consumer segment. Starting in the second half of 2026, however, demand from the AI sector surpassed that of all other customer segments. This makes the AI sector an obvious choice, especially for DRAM manufacturers, as it offers higher order volume and profit margins.
Currently, it is best to assume that the memory shortage will persist for several more quarters and that supply constraints will tighten further, especially as we transition to next-generation AI architectures, in which memory components are becoming increasingly important. Nevertheless, the situation remains challenging: the price increase is substantial and has not yet peaked. Therefore, developing a machine right now would not be wise.
Source: WCCFTech
