So when will the memory shortage continue? The hidden side of the frenzy that just won’t end (Page 1 of 3)

AI-driven demand is keeping the memory shortage alive far longer than expected.

What was once seen as easing around 2027 now looks delayed by sustained HBM demand and rapid server expansion.

Server DDR5 demand is surging as CPU-based servers increase, and Registered DDR5 inventories are no longer building up.

Intel’s DCAI results have improved sharply in Q1 2026, reinforcing that high-end server CPU sales are still driving strong memory demand.