Wall Street: AI Memory Price Hikes Ease, Supply Shortages Persist

Analysts project slowing AI-driven memory price growth despite persistent supply constraints. Morgan Stanley forecasts the industry cycle entering its later phase in Q4 as inventories build.

Woofun AI reports that Wall Street analysts anticipate a deceleration in AI-driven memory chip price increases, although supply shortages are expected to endure in the near term. While data center expenditures continue to fuel demand for high-end memory, experts caution that the rapid price appreciation fueling record manufacturer profits may not be sustainable. Morgan Stanley stated in a recent report that the memory chip cycle will transition into its later stages during the fourth quarter, citing narrowing price gains and accumulating manufacturer inventories.