The RAM Shortage: How AI Drives Demand
In a world increasingly reliant on artificial intelligence, the demand for RAM has surged beyond supply capabilities. Major players like Micron, SK Hynix, and Samsung are struggling to meet the needs of tech giants, resulting in significant market shifts.
Key Insights:
- Demand Surge: Nvidia, AMD, and Google are leading the rush for high-bandwidth memory (HBM), crucial for AI performance.
- Market Impact: Micron’s stock has soared 247%, with net income nearly tripling last quarter.
- Price Increases: Expect DRAM prices to rise by 50-55% this quarter due to unprecedented demand.
- 2026 Shortage: Companies like Apple and Dell are already planning for higher prices due to memory shortages affecting production.
As AI applications expand, the “memory wall” becomes a critical bottleneck, highlighting the need for innovation in memory technology.
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