There is currently a shortage of every kind of memory used in data centers.

Judge as of August 2026. True: industry sources (memory makers such as Samsung, SK Hynix and Micron, TrendForce, analysts) show supply shortages or very tight allocation across the main kinds of data-center memory, including HBM, server DRAM (e.g. DDR5) and NAND/enterprise SSDs, around August 2026. Mostly true: shortages or tight supply cover most main kinds of memory, with one minor category only tight or in balance. Mixed: some major categories are in shortage, for example HBM and DRAM, while another major one such as NAND is in balance or oversupply. Mostly false: a shortage exists only in one category, for example HBM, and others are adequately supplied. False: data-center memory is broadly in balance or oversupply at the time.

Set before the research began.

1. E1 MICRON TECHNOLOGY INC (MU.VI) Q3 FY2026 Post Call earnings call transcript Yahoo Finance · 4 November 2026

   “In terms of the levels of constraint, both DRAM and NAND are very constrained.”

2. E2 Diverging Memory Market Outlook in 2027 as DRAM Supply Remains Tight While NAND Flash Supply Conditions Ease, Says TrendForce TrendForce · 30 July 2026

   “The firm previously forecast that the NAND Flash sufficiency ratio will turn positive in 2027, indicating that the market will transition from a supply-constrained environment to a more balanced market.”

3. E3 Diverging Memory Market Outlook in 2027 as DRAM Supply Remains Tight While NAND Flash Supply Conditions Ease, Says TrendForce TrendForce · 30 July 2026

   “TrendForce estimates the DRAM sufficiency ratio at approximately -1% to -2% in 2026.”

4. E4 Server DIMM Price Aug. 2026 | TrendForce TrendForce · 31 August 2026

   “Contract prices continue to rise amid supply deficits and HBM capacity crowding.”

TrendForce estimated a negative DRAM sufficiency ratio for 2026 (E3), and in August 2026 reported that server DIMM contract prices kept rising "amid supply deficits and HBM capacity crowding" (E4). That shows server DRAM was in shortage around the judging date. TrendForce expected NAND to move from a supply-constrained market to a balanced one only in 2027 (E2), which means NAND was still constrained in 2026. Micron said DRAM and NAND were both "very constrained" (E1). A shortage of HBM itself is only implied by the "capacity crowding" remark, not shown directly, so the claim that every kind of memory was short is not fully confirmed and the verdict is mostly true rather than true.