DigiTimes Says AI Memory Squeeze May Last Until 2028

DigiTimes reports that major cloud service providers are locking in multi-year contracts with memory makers as global memory supply stays tight. The article links the shortage to long fab lead times and a shift toward higher-margin memory categories, forcing suppliers to rethink capital spending and pricing. For RamTrend, the key signal is that AI-driven demand is no longer just a near-term allocation issue; it is shaping contract behavior, capacity planning, and pricing expectations across the memory market.