Mmastodon TechnologySemiconductors first seen 1 d ago, last 18 h ago, peak #4

Memory chip shortage has no clear end in sight

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

Industry observers are asking when the global memory chip shortage will ease. The squeeze is driven by surging AI infrastructure demand, limited wafer capacity, and the priority given to HBM production, while DRAM and NAND investment remains constrained. New manufacturing capacity takes years to build, so analysts say relief is unlikely before major fabs now under construction come online.

Why now: AI datacentre buildout is straining DRAM and HBM supply, keeping memory prices high and raising questions about when relief will come.

HBMDRAMNANDmemory chip manufacturers

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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