[SMM Tin Express: Intel CEO Says Memory Shortage Issue May Not Be Resolved Until 2028]

Published: Feb 4, 2026 09:42

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Intel (INTC.O) CEO Chen Liwu stated that the memory chip shortage in the computer industry is likely to persist for at least two years. He said on Tuesday, "To my knowledge, there are no mitigation measures in place at the moment." Chen Liwu mentioned that he had spoken with two key figures in the memory field, who told him, "There will be no relief until 2028." The massive infrastructure development for artificial intelligence has significantly increased the demand for memory chips, which has reduced the supply of chips available for traditional computers and smartphones. This has led to chip shortages and price increases—potentially dampening consumer willingness to purchase these products. Chen Liwu also pointed out that Nvidia, as a leading supplier of AI processors, will further drive up memory demand with its latest Rubin platform and next-generation products, noting that AI will "consume a vast amount of memory.

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