ESMT Expects Niche Memory Shortages and Price Increases to Continue

Elite Semiconductor Microelectronics Technology (ESMT) expects tight supply and demand in its niche memory market to persist through 2028 or longer, according to a DigiTimes report. The company estimates the structural supply shortfall at more than 30% and expects memory price increases to continue in the fourth quarter of 2026, supporting better operating performance than in the third quarter. The report does not define the exact product mix covered by the estimate, so the forecast should not be generalized to all DRAM or NAND.