Sigmaintell: Memory shortage to ease in 2027 before chip growth hits 2029 wall

The global memory market is expected to ease in 2027 following a supply crunch in 2026, driven by increased DRAM capacity and evolving demand patterns. This shift signals a structural change in the semiconductor landscape, as AI-driven applications increasingly favor high-bandwidth and low-power memory types, weakening traditional DRAM growth. Companies must pivot toward value-added storage solutions to remain competitive. Geopolitical tensions, particularly in the U.S.-China tech rivalry, are accelerating supply chain reshoring and diversification strategies, especially in Taiwan, China, and Hong Kong, China. Market leaders are leveraging scale and R&D to solidify dominance, while mid-sized firms face mounting pressure. The year 2029 may mark a turning point, as AI maturity determines whether the industry enters a prolonged growth phase or confronts overcapacity and weak demand.