AI-Driven Memory Chip Shortages: Price Shocks Now, Potential Market Shifts Ahead
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Europe in Flux

AI-Driven Memory Chip Shortages: Price Shocks Now, Potential Market Shifts Ahead

04 February 2026 / Article

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The increasing AI-driven demand for memory chips has caused a spike in prices, which impacts both consumers and firms in the short term. Over the medium term, the supply crunch could be an opportunity for firms with smaller market shares but significant production capacity.

The increasing AI-driven demand for memory chips has caused a spike in prices, which impacts both consumers and firms in the short term. Over the medium term, the supply crunch could be an opportunity for firms with smaller market shares but significant production capacity.

Authors

Matei Farcas

Matei Farcas Matei Farcas

Economic Research Assistant
The Conference Board

Read Bio

Alejandro Fiorito

Alejandro Fiorito Alejandro Fiorito

Economist
The Conference Board

Read Bio

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