Historic Shortage in AI Memory: Micron Sees Years of Demand Surplus

Micron Technology considers the current shortage of memory chips to be historically unprecedented and expects that the scarcity will continue well beyond the year 2026. The main trigger for this is the massive expansion of AI data centers, which require significantly more and much more powerful memory than traditional IT infrastructures. According to management, the situation has worsened further in the last quarter, increasingly straining the supply situation across the entire semiconductor market. High Bandwidth Memory as a Bottleneck High Bandwidth...