Memory likely to be in 'undersupply' in 2026, Citi says

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x86, ARM and RISK-V architecture processor on the motherboard. Abstract microchip. Electronic board. CPU. Graphics processor. Neuro processor. Abstract concept of microelectronics technology. 3D rendering.

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With artificial intelligence demanding so much memory, the key commodity is likely to be in “undersupply” in 2026, investment firm Citi said on Tuesday.

We project both of [dynamic random access memory] and NAND to turn undersupplied in 2026E, with

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