Skip Navigation

Memory crisis expected to last until 2031, supply already allocated for 2026

Memory crisis expected to last until 2031, supply already allocated for 2026

CES 2026 is over and it has revealed the situation with memory being consumed by AI companies is much worse than we initially thought.

What I heard on the ground floor from various system integrators, components manufacturers, and other companies, is memory supply has been tied up for all of 2026, and that shortages could last as long as until 2031.

Sure it's scuttlebutt but wouldn't surprise me as being true.

Comments

96

Comments

96