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Global Memory Chip Prices Surge Over 6x; Market Balloons to $890B in 2026

GateNews
Stocks
CHIP-9.13%

According to Morgan Stanley research, global memory chip prices surged over sixfold in the past year as artificial intelligence demand outpaces supply. The memory market is projected to balloon from $220 billion in 2025 to $890 billion in 2026, according to TrendForce data.

Morgan Stanley warned that by 2027, PC DRAM will face a 15% supply shortage while smartphone DRAM faces a 12% gap. To maintain profit margins, PC average selling prices may need to rise 67% and smartphone prices 34%, eight to nine times larger than inflation during the pandemic period.

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