Adorama shared their insights about the memory squeeze:

If you’re hoping memory prices will settle down anytime soon, 2026 probably isn’t the year.

“The light at the end of the tunnel isn’t 2026,” Liebmann tells me. “It’s more likely 2027.”

And that’s assuming something meaningful changes, i.e., factories successfully shift what they’re producing, or the AI boom cools off in a real way. If it’s the latter, though, memory prices may be the least of our worries.

For now, semiconductor stocks keep climbing, data centers are rising at a breakneck pace, and AI continues to draw investment into everything from energy to construction to tech.

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