Industry Newsdramhigh bandwidth memorymicronsemiconductor supply
Micron Warns Shortage Strains Memory Supply
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9.3
Micron Technology said an ongoing memory-chip shortage accelerated over the past quarter and will last beyond this year, driven by surging demand for high-bandwidth memory for AI infrastructure. The company held a groundbreaking for a $100 billion DRAM site near Syracuse, plans DRAM wafer output in the second half of 2027, and bought a Taiwan site for $1.8 billion. The shortage is squeezing smartphone and PC makers.
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