India, Jan. 28 -- As AI infrastructure grows among hyperscalers, memory supply is tightening and price pressure is spreading across the entire electronics sector.

Normal memory prices may not return before 2027. Yole Group shows how the explosive growth of artificial intelligence is reshaping the global DRAM market and sustaining price increases. Hyperscale data centers are absorbing an unprecedented share of memory supply, leaving other industries increasingly exposed to shortages and higher costs.

John Lorenz, Director, Memory & Computing at Yole Group, said: "If you are a company that wants to build new smartphones or PCs, you need DRAM to put in your devices. And if you see that a lot of capacity is being shifted to supply server de...