RAM Price Drop Not Expected Until 2027 Amid AI Boom
Analysts are advising not to expect a decrease in RAM prices anytime soon, with overall market stabilization remaining a distant prospect. Memory product prices have already seen a significant increase of over 180% recently.
According to experts at Counterpoint Research, the memory chip shortage could continue until at least the second half of 2027, and the timeline for a full market normalization remains uncertain. Specialists note that predicting the end of this deficit is only possible by closely analyzing demand dynamics. Currently, the market is experiencing a rapid surge in memory requirements, primarily driven by the extensive construction of infrastructure for artificial intelligence.
The pace of AI solution implementation is remarkably high, indicating that memory demand is expected to continue rising and is unlikely to decrease in the coming years. A key factor contributing to this increased demand for DRAM is the intense activity of major cloud operators, often referred to as "hyperscalers." These companies are procuring not only modern types of memory but also older solutions, including DDR4 modules, which remain actively utilized in their expansive server infrastructure.
The future market situation will largely depend on how quickly memory manufacturers can scale up their production volumes. If growth in manufacturing capacity cannot keep pace with the rapidly expanding AI infrastructure and overall market demand, the memory shortage could persist even beyond 2027.
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