In the current hardware market, especially within the memory domain, prices have skyrocketed, and there is a severe shortage. TeamGroup Inc. has issued a warning, stating that the memory shortage is not a fleeting issue. In fact, the peak of this shortage is projected to hit in the first and second quarters of 2026. The market might reach a point where "any price is considered acceptable" as long as memory is available, and this shortage could drag on until 2027. This latest wave of price increases is primarily fueled by the burgeoning demand from the AI sector. Data centers are witnessing an unprecedented surge in the need for high-performance storage solutions. At the same time, original manufacturers have redirected their production capabilities towards HBM (High Bandwidth Memory) and DDR5, causing a significant decline in the supply of traditional products such as DDR4. Given this significant imbalance between supply and demand, memory prices are not only on an upward trajectory but are also expected to stay elevated for the foreseeable future.
