[July 2026] Morgan Stanley just dropped a massive warning: Data center memory shortage is getting insane and prices are up 25% this quarter!

Hey everyone, just saw this crazy update from Morgan Stanley released on July 21, 2026. Their analysts are pointing out that the DRAM memory crisis in data centers is completely spinning out of control. Here are the main takeaways if anyone wants to discuss:

• Demand is unstoppable: They've been tracking data center owners, and the hype for AI hardware isn't slowing down at all. Everyone is still buying up literally everything they can get their hands on.
• Prices are through the roof: Memory chip prices just shot up by at least 25% this quarter compared to last, which blew past all old predictions. Just to give you an idea, DDR5 RAM prices are up almost 4.5x over the last year.
• Cloud providers are desperate: The shortage is so bad that big cloud companies are paying huge premium bonuses just to cut the line and get chips 6 weeks early.
• The ultimate bottleneck: Lack of memory is officially the biggest roadblock for AI right now, right next to power and floor space. Factories are shifting so much focus to high-bandwidth memory (HBM) that regular DRAM for PCs and phones is getting scarce too.
• Nowhere near over: They updated their forecasts, and this supply chokehold is expected to drag on and get even worse through 2027 and 2028.

https://biz.chosun.com/en/en-finance/2026/07/21/RB3BDAAHS5D2ZHUBFS37X4YNNQ/