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The AI memory crunch won’t ease until 2028
The AI boom broke the memory market’s boom-bust cycle. The AI memory crunch won’t ease until 2028, and the bust that follows could be historic.
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cryptobriefing.com
Apple faces rising costs as AI-driven memory shortage reshapes hardware markets
AI-driven demand for high-bandwidth memory is squeezing Apple and PC makers, with data centers consuming 70% of high-end DRAM supply and prices rising
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forbes.com
Memory Capacity Production Slowly Expanding To Meet AI Industry Demand
Samsung, SK hynix, Sandisk, Kioxia and Micron report building out new DRAM and NAND flash manufacturing and packaging facilities coming on line in late 2027 or 2028.
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theregister.com
Memory makers are slaves to the boom-bust rollercoaster, and the AI boom is the wildest ride of all
The RAMpocalypse may be the precursor to the AIpocalypse
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thenextweb.com
The AI memory crunch won’t ease until 2028
The AI boom broke the memory market’s boom-bust cycle. The AI memory crunch won’t ease until 2028, and the bust that follows could be historic.