Michael Dell, who serves as both the Chairman and CEO of Dell, has indicated that the problem of memory shortage is far from over. Owing to the soaring demand for DRAM (Dynamic Random-Access Memory) and HBM (High Bandwidth Memory) from AI data centers, the memory supply scenario is set to become even more critical in the coming year. At present, Dell is grappling with approximately $95 billion worth of unfulfilled orders for AI servers, with memory constraints being a significant bottleneck in fulfilling these deliveries. Considering that it takes roughly four years to construct a new memory factory, Dell anticipates that substantial new capacity will only materialize in 2029 or 2030. This outlook aligns with the perspectives of the CEOs of Micron and SK Hynix, as all three executives concur that the memory shortage will linger for several years to come. To mitigate supply challenges, Dell has implemented strategies such as procuring DRAM in close proximity to the final assembly of complete systems and entering into long-term supply agreements. Over the past 12 months, memory prices have skyrocketed by nearly 500% and show no signs of abating, thereby impacting the DIY computer assembly market. Dell has already hiked prices for its PC products in response to these market conditions, and rumors abound that monitor prices will also witness an increase this month. Should the memory shortage escalate further in 2027, the industry may well witness additional waves of price surges.