Memory chip shortage to persist through Q4 2026

The article cites a severe AI-driven memory shortage, with AI factories and hyperscalers expanding rapidly. Given the 12-18 month lag in memory supply expansion, the shortage is expected to continue through Q4 2026 despite SK Hynix's IPO.

macro · Prediction Market

Implied probability (Yes)

80%

Closes

2026-12-31

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