EXCLUSIVE: The Memory Bottleneck Is Set To Persist Until 2028, Expert Says
Counterpoint tells Benzinga why AI demand could keep DRAM supply tight until 2028 as Micron, Samsung and SK hynix expand capacity.
Big computer companies need lots of special memory chips for AI, and they won't have enough until 2028 even though makers like Micron are building more. When something is hard to find, the companies that make it can charge more and stay busy.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.
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