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AI‑driven memory shortage persists through 2028

10 clusters · 73 sources · last updated about 15 hours ago

Latest: Samsung warns AI‑driven memory shortage to persist until 2027, NAND flash gap projected

AI‑driven demand for DRAM, HBM and SSDs continues to outstrip supply, keeping component prices high and squeezing margins across the consumer‑electronics chain. Samsung Electronics, which supplies roughly one‑third of gl