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Price rises and memory shortages are likely to continue through 2027, a top semiconductor industry CEO told CNBC, adding to the view that the crunch that’s been caused by the AI infrastructure boom may last longer than expected.
Memory chips are a key component of consumer electronics devices like smartphones and laptops. They have also become a critical part of artificial intelligence data centers and the servers that are installed in these facilities. In particular, there is significant demand for high-bandwidth memory.
As tens of billions of dollars continue to be spent on data center infrastructure, the demand for memory chips has gone through the roof, sparking an unprecedented price rise for the semiconductors, which is set to continue this year.
Sassine Ghazi, CEO of Synopsys
