This round of price surge is mainly driven by two core factors. On the demand side, AI computing and cloud infrastructure have become the dominant engine, as a single AI server consumes 8–10 times more DRAM than a standard server, absorbing a large share of global production capacity. On the supply side, top global memory manufacturers have prioritized high-value HBM and enterprise-grade products, significantly reducing output for consumer electronics such as smartphones and tablets, further intensifying the supply shortage for mobile devices.

Industry Outlook: Sustained Tight Supply Through 2026 and Beyond

Multiple authoritative institutions predict that the memory shortage and price uptrend will continue throughout 2026 and may extend into 2027. The structural mismatch between surging AI demand and limited production expansion will maintain a supply deficit, with no significant price correction expected in the short term. For mobile device brands, this means continuous cost pressure, stricter supply allocation and greater challenges in maintaining product competitiveness and stable delivery.