Intel CEO reportedly predicts RAM shortage will last another 2 to 3 years
Intel's CEO reckons the RAM shortage will last for pretty much the rest of the decade.
Intel's CEO, Lip-Bu Tan, has stated that the shortage of RAM, a key component in AI hardware, will persist for the next 2 to 3 years. This shortage is primarily due to supply chain constraints, according to Tan, who spoke at the Asia Future Forward event in Singapore. The AI industry's growing demand for memory, including RAM and GPUs, is driving this scarcity.
Barclays' recent report revealed that DDR4 RAM contract prices have increased by 24% over the past quarter, and DDR5 RAM prices have risen by 20%. Additionally, Micron, a major memory chip maker, predicts its RAM supply will remain constrained until 2028. The situation is further exacerbated by the rising contract prices for RAM, as observed at retail, with DDR5 prices in Germany having surged by 544% since July.
Analysts agree that the RAM crisis is likely to continue until the end of the decade, with 2027 potentially mirroring this year's memory price hikes and shortages.
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