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.pdf

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Whythememorychipcrunchisgreater

thanexpected,andmaynoteaseuntil

2029

Recordcomputermemorychipsales,surgingcapitalexpenditure,andsteeppricingare

likelytoextendtheshortage,reshapingbudgetsfordatacenters,enterprises,and

consumers

Article

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5-minread

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28July2026

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DeloitteCenterforTechnologyMediaTelecommunications

AIdemandhasdrivenmemorychippricestounprecedentedlevelsin2026.Forinstance,costs

forAIserverdynamicrandom-accessm