Mmastodon TechnologySemiconductors first seen 6 h ago, last 45 min ago, peak #4

Memory chip shortage: when will it end?

Original: When will the memory shortage end? The current memory market is being shaped by a mix of AI infrastructure demand, limit

A shortage of memory chips is being driven by surging AI infrastructure demand colliding with limited wafer capacity and the industry's focus on high-bandwidth memory for accelerators. DRAM and NAND makers have shifted investment toward HBM, leaving conventional memory supply tight, and new manufacturing capacity takes years to bring online. Discussion centres on how long the squeeze will last and what it means for pricing across the tech industry.

Why now: AI datacentre buildout is pushing memory demand above supply, raising prices and uncertainty for device makers.

HBMDRAMNANDAI infrastructure

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Evidence

• When will the memory shortage end? The current memory market is being shaped by a mix of AI infrastructure demand, limited wafer capacity, HBM production, DRAM and NAND investment, and the time required to bring new manufacturing capacity online. But how long will the shortage… · alexbsr@techhub.social · 1

API: https://socialmediatrends-api.osmike.com/v1/trends/128722