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Ken Cheng Pan
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Situations
Global AI memory and NAND flash shortage intensifies
16 clusters · 79 sources · last updated
Latest: Samsung shifts focus to AI memory via High-NA-EUV and outsourcing
The global memory shortage, driven by AI demand, is intensifying across DRAM, HBM, and NAND flash sectors. Major manufacturers, including Samsung, SK hynix, and Micron Technology, have reportedly exhausted their DRAM and