Silicon Motion CEO Warns Memory & SSD Shortages Will Drag Into 2028 as AI Firms Lock Up Supply Through Long-Term Contracts

Silicon Motion’s CEO says DRAM and NAND shortages may continue through 2028 as AI demand outpaces supply.

AI companies are locking up capacity early with long-term contracts and prepayments, tightening the market further.

New memory factories will take years to ramp, so prices for SSDs and other storage products could stay elevated.

The shortage may keep pressure on both consumer and enterprise storage costs for years.