INTC · News · 20260917N

Memory Supply and Pricing Pressure

INTEL CORP · 2026-09-17 · Importance 57 · Surprise 64

Intel CEO Lip-Bu Tan warned that memory prices have increased by more than 500%, with the supply squeeze potentially worsening in 2027. Demand from AI accelerators, particularly Nvidia systems requiring substantial high-bandwidth memory, is driving the shortage. New capacity is expected, but elevated memory pricing may persist through 2027 or longer, increasing input-cost pressure for Intel’s products and strengthening memory suppliers’ pricing power.