Industry Newsdramhbmai data centersmemory supply
AI Data Centers Strain Global Memory Supply
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8.2
A rapid buildout of AI data centers is driving a global memory shortage, with Micron, SK Hynix and Samsung unable to meet demand as DRAM and HBM are diverted to AI workloads. Manufacturers are raising prices, delaying specification upgrades, and stockpiling parts; Micron says it is "sold out for 2026" and its New York fab won't produce until around 2030, pressuring smartphone and PC innovation.
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