IDC: AI-driven memory chip production capacity to be structurally restructured. Limited supply may cause price increases in technology products by 2026.

According to the Wisdom Financial APP, IDC stated in a document that the memory shortage, which began with the AI infrastructure boom, has now caused a chain reaction. The global semiconductor ecosystem is experiencing an unprecedented shortage of memory chips, reshaping the product strategy and pricing logic for consumer and enterprise devices. The smartphone and PC markets will enter a period of adjustment with high costs, adjusted product roadmaps, and slowing sales growth. 2026 may become a year when technological products experience price increases due to supply restrictions rather than demand growth.