AI Demand Exacerbates Memory Shortage
zephyr_z9 · x · 2026-07-13
The article centers on the "memory super cycle," addressing the core question: to what extent has AI demand pushed storage supply, and how long can this shortage last?
The author cites the chairman of SK Group, stating that customer demand for supply could be 4x-5x higher than current levels, but wafer supply is projected to grow only about 2x by 2030. Against this backdrop, the article further questions whether the memory market has entered a new phase driven by AI with long-term supply-demand imbalances, and how this situation will impact the industry chain.
Related event: AI Demand Exacerbates Semiconductor and Memory Shortages(2 posts)→
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