Citrini analyst: Morgan Stanley warns that the AI memory crisis will continue to worsen; storage prices may rise by more than 25% in a single quarter

Deep Tide TechFlow news: On July 20, Citrini analyst Jukan, citing Morgan Stanley analyst Joseph Moore’s view, said the ongoing worsening of the memory shortage problem in the data center sector shows no signs of easing in market supply pressure, and the tightness of memory supply remains higher than expected. Currently, for memory products of the same specification, prices in the third quarter have risen by at least 25% compared with the expected level for the second quarter of 2026, exceeding prior forecasts by Morgan Stanley and third-party institutions.

The memory supply tightness may continue to intensify in 2027 and 2028. At present, available market memory resources cannot meet the rapidly growing demand of the artificial intelligence industry, and in the short term this situation is unlikely to change. AI is consuming a large amount of DRAM capacity, reducing the memory resources available to other industries, and the production of consumer electronics such as PCs and smartphones has been affected.