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Artificial intelligence (AI) data centers
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Situations
AI‑driven memory shortage deepens, extends to 2028
8 clusters · 86 sources · last updated
Latest: Samsung Electronics posts first mobile division loss amid soaring component costs
AI‑driven demand for DRAM, HBM and SSD continues to outstrip supply, keeping prices high and squeezing margins. Samsung, which supplies roughly one‑third of global RAM, warned in July 2026 that the shortage will extend t