High memory prices could slow China's AI push, analyst says

<p class="P1" data-sourcepos="5:1-5:353;97-449">Memory prices are expected to remain elevated through 2026 as AI and data-center demand strains supply, with meaningful supply relief unlikely until well into 2027. A South Korean securities analyst argues that the squeeze could also make it harder for China to expand AI use, although Washington has not identified high memory prices as a policy tool.