Cloud Capex Pushes Memory Supply Gap Beyond 2028, DigiTimes Says

The DigiTimes feed item says rising cloud capex is pulling memory resources toward AI infrastructure. It also says suppliers and customers are moving to secure long-term agreements three to five years ahead of demand. For RamTrend, this is a direct supply-chain and pricing signal: long-dated LTAs usually appear when buyers expect constrained availability or want protection from further price moves. The payload does not identify specific DRAM or NAND products, but it clearly points to AI demand tightening memory allocation across a multi-year horizon.