AI infrastructure buildout will continue to drive memory chip shortage through 2026 and 2027 as chip makers struggle to keep up with growing demand, Synopsys
CEO Sassine Ghazi told CNBC.
Ghazi who oversees the semiconductor design tool company explained that the crunch is expected to last because expanding chip manufacturing to meet the demand will take at least two years.
Meanwhile, most chips available in the market today directed towards building AI infrastructure. "But many other products need memory, so those other markets are starved today because there is no capacity left for them,” Gazi said. Memory chips are used in nearly all electronic devices today to store data.
“Now it’s a golden time for the memory companies,” Ghazi added. Demands continue to boost revenue of the world's three largest memory chip makers Samsung, SK Hynix, and Micron.
Some analysts describe the pricing surge as a "super cycle".
The unprecedented shortage has also shot up the prices of smartphones, personal computers and gaming consoles.
Chinese tech heavyweight Xiaomi, one of the world’s largest smartphone makers, said last year it expects phone prices to go up in 2026.
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