Morgan Stanley: AI demand causes memory supply shortage, storage prices rise over 25%

AiCoin2026/07/20 13:40

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Citrini analyst Jukan, citing the views of JPMorgan Stanley analyst Joseph Moore, stated that memory shortages in data centers continue to worsen, with no relief in supply pressure for now. Memory product prices in the third quarter have risen by at least 25% compared to the second quarter of 2026, exceeding the forecasts of JPMorgan Stanley and other third-party institutions. The issue of tight memory supply is expected to further intensify in 2027 and 2028, and current market memory resources are unable to meet the demands of the artificial intelligence industry. Artificial intelligence consumes large quantities of DRAM production capacity, affecting the manufacture of consumer electronics such as PCs and smartphones.

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华尔街见闻•2026/11/11 17:31