INTC · News · 20260917N
Memory Price Inflation
INTEL CORP · 2026-09-17 · Importance 57 · Surprise 64 · In source text
Intel CEO Lip-Bu Tan warned that memory prices have increased by more than 500%. He said the memory shortage could worsen in 2027 as AI accelerator demand increases consumption of high-bandwidth memory. Nvidia’s AI accelerators were identified as a major source of high-bandwidth memory demand. Elevated memory prices could continue through 2027 or longer, affecting Intel’s product input costs and industry pricing environment.
Key facts
- Intel CEO Lip-Bu Tan said memory prices have surged over 500%. source
- Intel CEO Lip-Bu Tan warned the memory shortage could worsen in 2027. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | contingent | — | Intel CEO Lip-Bu Tan said memory prices have surged over 500%. |