NuAxiSemiconductor trade intelligence
Sercomm expects memory shortages and price hikes to last until end of 2026
What happened
Sercomm Chairman James Wang forecasts memory shortages and price increases will persist through end-2026, driven by AI data center investments and consumer reactions to smartphone pricing. The prediction is based on general market dynamics rather than specific supply chain events. Bullish: A long-term demand-side forecast supporting price momentum, but lacks concrete data on current supply or price levels.
Impact and signal
Low impactImpact score: 15/100
Affected components and suppliers
Memory
shortageprice-hikeforecast
Source and time
Source: DigiTimes Asia · 3/10/2026 · View original source
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