tech
January 26, 2026
Memory chip shortage to last through 2027, semiconductor boss says
The boom in AI data center building has caused a shortage of memory chips which are also crucial for electronics like smartphones.
TL;DR
- Memory chip shortages and price rises are expected to continue through 2027.
- High demand for memory chips is driven by the AI infrastructure boom.
- Memory chips are essential components for AI data centers, servers, smartphones, and laptops.
- Significant demand for high-bandwidth memory is noted.
- Companies like Samsung, SK Hynix, and Micron are the largest memory chip manufacturers.
- Expanding manufacturing capacity takes at least two years.
- Consumer electronics companies may need to implement price increases.
- Lenovo is confident in its ability to pass on increased costs due to high demand.
- Lenovo's diversified supply chain might help mitigate shortage risks.
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