On February 3, 2026, Lip-Bu Tan, the CEO of Intel, stated that the global supply shortage of memory chips is unlikely to ease in the short term and is not expected to see significant improvement until at least 2028. This assessment aligns with the views of major memory manufacturers such as Micron, who have pointed out that due to the lengthy expansion cycles of wafer fabs and complex certification processes, the issue of tight memory supply is unlikely to see noticeable improvement before 2028.
