[Software] 'We're facing [what has] never happened before: HDD, DRAM, HBM, NAND... all in severe shortage in 2026' says Silicon Motion's CEO as memory prices continue to soar

[JustManiac]

In case you've been living under a rock, memory prices have been rising at an astounding rate recently, thanks to an ongoing supply shortage, which is largely attributed to AI server demand swallowing up all the available DRAM modules. NAND flash is also in short supply, and so is... well, I'll let the CEO of Silicon Motion describe it better than I.

Speaking during the company's most recent earnings call earlier this week, memory manufacturer chief Wallace C. Kou said: "We're facing [what has] never happened before, the HDD, DRAM, HPE, HBM, NAND, all in severe shortage in 2026. Most of our capacity [is] sold out."

Kou also said that he'd spoken to other major manufacturers, and while he wasn't prepared to comment on their exact allocation policies, certain percentage distributions would be made between smartphones, PC, and automotive industries.

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Link: https://www.pcgamer.com/hardware/memory/were-facing-what-has-never-happened-before-hdd-dram-hbm-nand-all-in-severe-shortage-in-2026-says-silicon-motions-ceo-as-memory-prices-continue-to-soar/