NAND

A new comparison of twenty forecasts published over the past year examines when the global DRAM and NAND memory shortage might ease. The outlooks differ widely: AI-driven demand and limited wafer capacity have kept supply tight, while new fab construction and shifts in memory technology offer possible relief. There is no consensus on timing.

Analysts and industry watchers are debating how long the current shortage of memory chips will last. Demand from AI infrastructure, limited wafer capacity, and the shift of production toward HBM are squeezing supply of conventional DRAM and NAND. Building new manufacturing capacity takes years, so many expect tight supply and high prices to persist well into the coming years, though forecasts differ on the exact timeline.