Serenity said the memory chip sector is seeing an unusual degree of long-term demand visibility, with major cloud service providers including Google reportedly seeking supply agreements that run through 2035. Even so, the market is still weighed down by concerns over whether AI infrastructure spending can be sustained and by related financing risks. Serenity also cited comments from Dell Technologies CEO Michael Dell, who said the memory chip shortage could last about four years. Because new wafer fabs take a long time to build, the added capacity is not expected to come online until 2029 to 2030. Dell also expects the supply-demand imbalance in memory chips to worsen in 2027. The remarks point to a market where buyers are trying to lock in long-dated supply while capacity expansion remains slow.
ChainCatcher reported that investor Serenity said the memory chip industry is gaining unprecedented long-term demand visibility, with major cloud service providers including Google even seeking long-term supply agreements extending to 2035.
The market, however, is still affected by concerns over the sustainability of AI infrastructure investment and financing risks.
Serenity also cited the view of Dell Technologies CEO Michael Dell, who said the memory chip supply shortage could last about four years. With new wafer fabs taking a long time to build, related capacity is expected to be released only in 2029 to 2030.
Dell expects the supply-demand imbalance in memory chips could worsen further in 2027.
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