As stated by Chen Li-bai, chairman of Adata, the memory shortage has escalated to its most severe state in two decades, primarily fueled by a sudden spike in AI demand. Currently, customers are receiving merely 30% of the quantities they've ordered. Even when they're willing to pay higher prices, acquiring the necessary memory remains a challenge, and there's no problem of inflated or duplicate orders. He anticipates that the upward trajectory of memory contract prices will persist for at least two to three quarters. Moreover, a widespread shortage of DRAM and NAND Flash is projected to continue into the first half of 2026.
