Silicon Motion CEO Predicts Memory Shortage Will Persist Through 2028

• May 12, 2026

Silicon Motion, a prominent developer of memory controllers, has offered a sobering forecast regarding the global memory market. The company’s CEO, Gou Chia-chang, stated that shortages affecting NAND flash and DRAM chips are expected to continue through 2028. This outlook reflects the current state of supply and demand challenges spanning the semiconductor memory sector.

Extended Memory Supply Constraints Expected

With an in-depth understanding of the market dynamics, Silicon Motion’s leadership has highlighted that the imbalance between demand and supply for essential memory components remains unresolved. NAND and DRAM chips are widely used in a vast range of electronics, from smartphones and personal computers to data centers and other enterprise solutions. The persistence of shortages is anticipated to have ongoing implications across multiple technology industries.

The forecast suggests that factors contributing to limited availability—whether from supply chain bottlenecks, manufacturing capacity constraints, or market demand growth—are unlikely to ease substantially in the near term. Such a prolonged period of constrained supply may influence pricing, product development cycles, and strategic planning among device manufacturers and memory suppliers alike.

While specific details on quantitative projections or contributing causes have not been disclosed, the prediction by Silicon Motion’s CEO underscores the complexity of the global semiconductor landscape. Companies operating in the memory market will need to adapt to a supply environment projected to remain tight for several years.

This outlook comes at a time when memory technology continues to evolve rapidly, with demand driven by emerging applications such as artificial intelligence, 5G infrastructure, and cloud computing. Ensuring adequate supply of high-performance memory components remains a central concern for industry stakeholders as they navigate these growing technological demands.

Silicon Motion’s insight into the ongoing shortage offers a critical perspective for the wider tech community, highlighting the challenges that lie ahead in securing the memory resources necessary for future innovations.

Silicon Motion’s CEO expects NAND and DRAM memory shortages to continue until 2028 amid ongoing industry supply challenges.