NuAxiSemiconductor trade intelligence
ESMT sees memory price momentum extending through 4Q26, 2027
What happened
Persistent supply shortages have kept the niche memory market hot, with Elite Semiconductor Microelectronics Technology (ESMT) estimating that the structural supply gap exceeds 30%. The company expects tight supply and demand to continue through 2028 or longer, while price increases are set to continue in the fourth quarter of 2026 and are expected to support stronger operating performance in the fourth quarter than in the third quarter. These are company forecasts/estimates about the future, not achieved results; the source does not state any cause beyond the supply shortages.
Impact and signal
High impactImpact score: 92/100
Affected components and suppliers
niche memory
Elite Semiconductor Microelectronics Technology (ESMT)
niche_memorysupply_shortageprice_increaseforecastsupply_gap
Source and time
Source: DigiTimes Asia · 10/21/2026 · View original source
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