Storage Chip Demand Soars: Supply Shortage Expected to Last Until 2027
Analysis
This is exciting news for the semiconductor industry, as increased demand driven by the growth of Generative AI infrastructure is creating a massive market for storage chips. The prediction that the shortage will persist until 2027 highlights the significant and sustained investment required to meet the evolving needs of AI data centers and other critical applications. This prolonged period of high demand signals a strong growth trajectory for companies involved in storage solutions.
Key Takeaways
- •Storage chip shortages are expected to persist until 2027 due to increased demand from Generative AI infrastructure.
- •High-bandwidth memory is in particularly high demand for AI data centers.
- •Companies like Samsung, SK Hynix, and Micron are working to expand production, but new capacity takes at least two years to come online.
Reference / Citation
View Original"A semiconductor industry executive said storage chip price increases and product shortages could last until 2027, which further confirms the view that shortages driven by the artificial intelligence infrastructure boom may last longer than expected."
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cnBetaJan 26, 2026 14:13
* Cited for critical analysis under Article 32.