The global memory shortage is expected to deepen as AI infrastructure continues absorbing a larger share of DRAM and NAND production. Chang, CEO of Taiwan-based industrial SSD and memory module manufacturer Apacer, warned that memory manufacturers are expected to release only about 30% of their 2026 supply volume in 2027. If that happens, available supply would effectively fall by around 70% compared to the previous year. Other consumer electronics companies are also locking in multi-year supply agreements to secure future shipments. While those contracts reduce supply risks for manufacturers, they could leave less memory available for the broader consumer market.