GoldKey Sees Memory Shortage Extending to 2028 as AI Demand Keeps Prices Firm

GoldKey Technology said memory shortages could continue into 2028, citing sustained AI-driven demand and structural supply constraints. The company also expects prices to keep rising through the second half of 2026 and into 2027. For the memory market, that signals a longer and more stubborn tight-supply environment than a typical short-term imbalance. If this view proves accurate, procurement conditions for memory buyers could remain difficult while suppliers retain stronger pricing power across key segments.