AI Demand Could Keep Memory Prices Rising as Shortages May Last Until 2028
GoldKey Technology expects the global memory shortage to continue well into 2028, as surging demand from artificial intelligence infrastructure puts intense pressure on an already constrained supply chain. The company’s outlook suggests that buyers should prepare for higher memory prices through the second half of 2026 and throughout 2027.
The biggest driver behind the tightening market is the rapid expansion of AI data centers. As companies race to build and upgrade systems capable of training and running advanced AI models, demand for high-performance memory has accelerated sharply. This has placed additional strain on manufacturers that are already dealing with limited production capacity and long-term supply planning challenges.
Unlike short-term component shortages that can ease quickly once production catches up, this memory crunch appears to be more structural. Expanding memory output requires major investment, advanced manufacturing equipment, and time. Because of that, supply may not be able to respond fast enough to the pace of AI-related demand growth.
GoldKey Technology’s forecast points to continued price increases in the memory market, especially as enterprise customers, cloud providers, and AI hardware builders compete for available supply. If demand remains strong, the pressure could spread across multiple segments, affecting not only data center hardware but also consumer electronics, PCs, laptops, smartphones, and other devices that depend on memory components.
For businesses, the warning is clear: memory procurement may become more expensive and more difficult over the next several quarters. Companies planning hardware upgrades, server deployments, or large-scale AI projects may need to secure supply earlier than usual to avoid higher costs later.
Consumers could also feel the impact if rising memory prices push up the cost of finished products. Devices with larger storage capacities or higher memory configurations may become more expensive if component prices continue climbing.
The memory industry has always moved in cycles, with periods of oversupply followed by shortages. However, the current situation is different because AI demand is growing at a scale that could reshape long-term supply priorities. Manufacturers may increasingly allocate capacity toward high-margin, AI-focused memory products, leaving less room for standard components used in everyday electronics.
If GoldKey Technology’s prediction proves accurate, the memory market may not see meaningful relief until 2028. Until then, rising demand, limited supply expansion, and the continued AI hardware boom are likely to keep prices elevated across the industry.
