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Sigmaintell: Memory shortage to ease in 2027 before chip growth hits 2029 wall

digitimes.com · 11h · first reportShare

After months of tight supply and sharp price increases in 2026, the global memory market is expected to see its supply-demand gap narrow significantly in 2027 as DRAM capacity expands and demand patterns shift, according to Beijing-based Sigmaintell Consulting. The consultancy expects the memory and broader semiconductor markets to continue growing through 2028, but forecasts a potential pullback in 2029 as evolving AI applications reshape demand.