Dan Ives: memory chip demand outstrips supply 13 to 1 after Korea trip
AccBalanced · x · 2026-10-18
Analyst Dan Ives reports after a Korea trip that memory chip demand/supply stands at 13 to 1 — for every 1 unit of memory capacity available, buyers are requesting 13 units, underscoring extreme tightness in the AI-driven memory market.
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