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View MoreMemory Chip Shortage May Last Until 2027？
Mar 23, 2026
Many customers ask us:
How will the market be this year?
When will prices go down?
Will prices keep rising in 2026?
Before, the market expected that after the last price surge, memory prices might start to drop gradually in the second half of 2026.
However, the latest report from Counterpoint Research shows a different view.
The memory shortage has not improved. In fact, it is getting worse due to strong demand from AI servers, cloud data centers, and end devices.
The report suggests that the supply-demand situation may not improve until the second half of 2027.
In the short term, memory prices are unlikely to drop significantly.
NAND flash prices are also rising across the board, generally by 130%–150%.
Both high-end AI applications and regular consumer markets are facing rapidly increasing memory costs.
Even though Samsung and SK Hynix are investing around 80–90 trillion KRW, it is still difficult to fill the large demand gap in the short term.
KIKI LEE | TEMO Weekly Review
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