内存芯片紧缺状况为何超出预期，紧缺局面或将持续至 2029 年才会缓解 Why the memory chip crunch is greater than expected, and may not ease until 2029.docxVIP

Whythememorychipcrunchisgreaterthanexpected,andmaynoteaseuntil2029

Recordcomputermemorychipsales,surgingcapitalexpenditure,andsteeppricingarelikelytoextendtheshortage,reshapingbudgetsfordatacenters,enterprises,and

consumers

Article?5-minread?28July2026?DeloitteCenterforTechnologyMediaTelecommunications

AIdemandhasdrivenmemorychippricestounprecedentedlevelsin2026.Forinstance,costsforAIserverdynamicrandom-accessmemory(DRAM)roughlydoubledduringthefirst

quarterof2026,1withanexpectedfourfo