---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41853424.md"
description: "Previously, the industry widely expected this wave of memory shortages to last until 2028. Choi Tae-won has now extended this timeline to 2030, indicating that the supply shortage in the market will be even more severe. AI has driven a significant surge in demand for High Bandwidth Memory (HBM). He stated bluntly that at least until 2030, memory will remain in a state of "continuous shortage." Taiwanese memory-related manufacturers are also optimistic about the market outlook. Li Pei-ying, General Manager of Nanya Technology, previously indicated that prices are rising month by month this quarter, with quotes for Q2 expected to show a sharp increase. The tight supply situation is unlikely to gradually improve until the second half of 2028 at the earliest.https://money.udn.com/money/story/5612/9386494"
datetime: "2026-06-13T11:21:11.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41853424.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41853424.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41853424.md)
author: "[冲动是魔鬼](https://longbridge.com/en/profiles/17766278.md)"
---

# Previously, the industry widely expected this wave…