AI demand to keep memory tight through 2027, chipflation to squeeze consumer hardware and cloud costs

New Delhi [India], June 10 (ANI): Memory storage is set to remain a structural bottleneck through 2027 as AI demand continues to absorb Dynamic Random-Access Memory (DRAM), High Bandwidth Memory (HBM) and enterprise Solid-State Drive (SSD) supply. Morgan Stanley expects allocation-based supply chains, not spot pricing, to dominate, leaving non-AI buyers with tighter pools, higher costs and weaker access. Even with total DRAM wafer capacity expanding 30% by 2027, supply available for smartphones, PCs, autos and industrial markets is projected to fall 12-15% short as suppliers prioritize high-margin HBM and server memory.