Intel Warns Of Prolonged Memory Price Increases

Intel CEO Pat Gelsinger recently warned that memory prices will remain elevated as DRAM and NAND supply constraints persist, contradicting earlier 2024 easing forecasts. He cited complex fab requirements, multi‑year capital investments, and geopolitical concentration in East Asia, while demand for HBM from AI and data-center customers intensifies pressure. The sustained shortages force PC, smartphone, and enterprise vendors to adjust product plans, pricing, and procurement strategies.