Citi Projects DRAM and NAND Supply Deficits as AI Memory Demand Accelerates - Yahoo Finance UK
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Citi Projects DRAM and NAND Supply Deficits as AI Memory Demand Accelerates Yahoo Finance UK
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4 itemsLow on Memory
The desk highlights a significant phenomenon where the rise of AI is leading to a drastic memory shortage known as "chipflation," which is expected to inflate prices across consumer electronics. Per the full note from J.P. Morgan, the demand for memory from AI data center construction and hyperscalers is absorbing an unprecedented share of global memory capacity, pushing memory prices up by over 400% projected from 2024 to 2026. As this shortage persists, traders should watch key metrics like the Consumer Price Index for software and accessories, which has risen 23% over the past year. This trend has implications for tech product pricing and affects broader economic indicators as well, impacting FX valuations indirectly through shifts in U.S. tech stocks and consumer spending patterns.
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