Major chipmaker Mehrotra recently announced that supply agreements for HBM (High Bandwidth Memory) chips through 2026 have been finalized, with both pricing and volume commitments locked in. This move signals confidence in sustained demand for advanced memory solutions in the coming years.

According to the executive's outlook, tight memory market conditions are expected to persist well beyond 2026, indicating continued supply constraints in the near to medium term. The persistent scarcity underscores the growing demand pressure across the industry, particularly as computing infrastructure continues to evolve.

Server demand remains robust, providing underlying support for memory chip utilization. The strength in this segment suggests that data center buildouts and computational demands—ranging from AI acceleration to blockchain infrastructure—will continue driving appetite for high-performance memory solutions. This dynamic likely means pricing power will remain with suppliers facing sustained allocation challenges throughout the forecast period.