AI Prediction Index

One prediction, on the record

“The memory chip supply shortage will continue until early 2029. Global investors do not fully understand the scale of investment in memory chips or the size of the market — and South Korean memory makers remain at least three years ahead of Chinese competitors such as ChangXin Memory Technologies.”

Partner and Senior Managing Director, Tech Analyst, Yorkville Ives

Target date is in early 2029; memory supply remains tight as of late 2026.