High Memory Prices May Slow China's AI Expansion

DigiTimes says memory prices are expected to remain high through 2026 as AI and data-center demand strain supply. The report adds that meaningful relief may not arrive until well into 2027, and cites a South Korean securities analyst who argues that expensive memory could slow China's AI adoption. The item is important because it frames memory as a strategic bottleneck, not just a component cost. China may have access to domestic accelerator and memory suppliers, but AI systems still require large quantities of high-bandwidth and server-class memory. If supply stays tight, the cost of scaling clusters can rise even when compute chips are available.