AI Boom to Fuel Memory Chip Shortages Until 2027: Synopsys CEO

• Synopsys CEO Sassine Ghazi predicts AI infrastructure buildout will cause memory chip shortages through 2026 and 2027.
• The shortage is due to chip makers struggling to meet growing demand, with manufacturing expansion taking at least two years.
• Most available memory chips are being directed towards AI infrastructure, starving other markets that also rely on them.
• This period is a "golden time" for memory companies like Samsung, SK Hynix, and Micron, boosting their revenue.
• The unprecedented shortage has led to price increases for smartphones, PCs, and gaming consoles, with Xiaomi expecting phone price hikes by 2026.

Why It Matters: AI infrastructure demand will cause memory chip shortages until 2027, impacting other markets and raising prices.