Serenity: Memory chip shortage may persist until 2030, but the market is facing a significant correction due to concerns over the sustainability of AI investments.

BlockBeats news, October 17 — Serenity posted that Dell's CEO once pointed out that the shortage of memory chip supply could be a problem lasting four years, because building new factories typically takes about four years, and new capacity may not be released until 2029 or 2030. He also expects that the tight semiconductor supply-demand situation may further worsen in 2027.

Serenity believes that the current memory chip market is showing rare long-term demand visibility, with Google and other major cloud service providers seeking to extend long-term procurement agreements (LTAs) to 2035. However, the market has also seen a sharp pullback due to issues such as whether AI investment can be sustained and whether related financing is sustainable, creating a situation where long-term supply-demand tightness expectations coexist with severe short-term corrections in the sector.