📊Executive Summary

The memory industry is facing a significant capacity shortage as manufacturers prepare for increased demand in 2026. Major suppliers are not expected to add new capacity next year, raising concerns about potential supply chain disruptions. This situation could lead to allocation issues and extended lead times for memory components, particularly DRAM, as companies scramble to secure production. Procurement teams should closely monitor this evolving situation to mitigate risks associated with supply shortages and pricing volatility....