On December 4, it became evident that the widespread adoption of AI technology is instigating significant transformations within the global memory industry. This phenomenon has not only markedly increased the demand for memory but has also precipitated a structural and long-term acute shortage in the global memory sector. It is projected that by 2026, the competition for capacity and price trends in the memory market will remain a central issue.

Industry experts caution that memory chips have transitioned from being merely a "cost element" in AI deployment to a "strategic resource." This structural deficit is expected to propel the average price of DRAM upward continuously in 2026, with the production value anticipated to exceed $300 billion for the first time. Avril Wu, the Senior Vice President of Research at TrendForce, highlighted that due to the robust financial strength of buyers—who typically maintain higher inventory levels—the actual procurement volumes will significantly surpass the projected figures of 66% in 2026 and 70% in 2027. This situation will further constrain the DRAM supply for consumer end-use devices such as PCs and smartphones.