ESMT sees niche memory supply gap above 30%, prices rising into 2027

Taiwan's Elite Semiconductor Microelectronics Technology (ESMT) estimates the structural supply gap in niche memory exceeds 30%. The company expects memory price momentum to extend through the fourth quarter of 2026 and into 2027.

• ESMT puts the structural niche memory supply gap above 30%
• Memory price growth is expected to continue through 4Q26 and 2027
• Persistent supply shortages keep the niche memory market tight