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By 2026, the global memory market is set to confront acute shortages and skyrocketing prices, driven by a surge in AI-related demand. Roughly 100 major buyers will leverage their bargaining clout to secure supplies, while over 190,000 small and medium-sized enterprises (SMEs), lacking the negotiating power, will find themselves compelled to meet suppliers' demands for upfront payments or cash-only transactions. This will severely squeeze their profit margins. The relentless climb in memory chip prices will prompt SMEs to reduce their demand, with some resorting to a "cut losses to survive" strategy by lowering their demand projections. Should this trend gain momentum, it could spark an overall contraction in memory market demand, potentially resulting in oversupply and emerging as a pivotal uncertainty factor for the memory market in 2026.
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