Tech News
Back to home
Technology

Global memory shortage expected to get worse before it gets better

Source

TweakTown

Published

TL;DR

AI Generated

The global memory shortage is expected to worsen, with reports indicating that DRAM shortages may persist until the end of the decade. Major manufacturers like Samsung, SK Hynix, and Micron are investing in expanding production facilities, but the additional capacity won't be fully operational until 2027 or later, leading to a multi-year supply gap. The rise in AI infrastructure demand for high-bandwidth memory is prioritizing production over traditional DRAM used in consumer devices, causing further supply constraints. Analysts predict a shortfall in production growth compared to demand, potentially extending the memory shortage until 2030, resulting in continued high prices for consumers.

Read Full Article

Similar Articles

Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — customers already reserving supply years ahead, while the wider DRAM market begins to tighten

Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — customers already reserving supply years ahead, while the wider DRAM market begins to tighten

Samsung and SK hynix are warning of AI-driven memory shortages potentially lasting until 2027 and beyond, with HBM demand surging. The companies are struggling to meet demand as customers reserve supply years in advance, impacting the broader DRAM market. The shortages are fueled by the need for high-speed memory in AI infrastructure, particularly HBM, which is challenging to manufacture. Despite efforts to develop alternative memory technologies, the demand for existing memory remains overwhelming, prompting companies to invest in expanding production capacity. The memory crunch is part of a larger trend of resource shortages in the tech industry due to the rapid growth of AI infrastructure.

Tom's Hardware•
Zuckerberg's Meta will beam sunlight from space to power AI data centers, solar-collecting satellites will orbit 22,000 miles above Earth — firm reserves 1 Gigawatt of orbital solar energy and 100 Gigawatt-hours of long-duration storage

Zuckerberg's Meta will beam sunlight from space to power AI data centers, solar-collecting satellites will orbit 22,000 miles above Earth — firm reserves 1 Gigawatt of orbital solar energy and 100 Gigawatt-hours of long-duration storage

Meta, led by Zuckerberg, plans to power its AI data centers with sunlight beamed from space using solar-collecting satellites in geosynchronous orbit 22,000 miles above Earth. The company has reserved 1 Gigawatt of orbital solar energy and 100 Gigawatt-hours of long-duration storage to address the increasing energy demands of its AI infrastructure. This move is part of Meta's strategy to secure long-term energy supplies for its expanding AI operations, with a first orbital demonstration planned for 2028 and potential commercial delivery by 2030. The partnerships with Overview Energy and Noon Energy aim to tackle the challenges of intermittency and long-duration energy storage in renewable energy systems.

Tom's Hardware•
40 years ago we entered the megabit memory era with IBM’s DRAM breakthrough — a major leap beyond the 64 kilobit chips common at the time

40 years ago we entered the megabit memory era with IBM’s DRAM breakthrough — a major leap beyond the 64 kilobit chips common at the time

IBM marked the beginning of the megabit memory era 40 years ago by introducing 1-megabit memory chips, a significant advancement from the 64 kilobit chips prevalent at the time. Despite initial skepticism, IBM's 1-megabit chips, manufactured in the USA, showcased semiconductor technology leadership. This breakthrough paved the way for higher-density memory and more efficient computing devices, enabling the production of 1MB RAM SIMMs. The introduction of these memory chips revolutionized the tech industry and set the stage for further advancements in memory technology.

Tom's Hardware•
Analytics group signals possible delays at 40% of AI data center construction sites — companies deny schedule holdups, but satellite imagery indicates otherwise

Analytics group signals possible delays at 40% of AI data center construction sites — companies deny schedule holdups, but satellite imagery indicates otherwise

Several U.S. data center projects, including those involving Microsoft, OpenAI, and Oracle, are facing potential delays due to regulatory challenges, supply chain issues, and utility availability. Satellite imagery analysis by SynMax suggests that construction progress is slower than expected, with some projects possibly missing deadlines by over three months. Despite denials from companies involved, reports indicate a shortage of specialist workers and delays in construction. The increased demand for electricity to power AI data centers is also straining local utility providers, leading to further complications in project timelines.

Tom's Hardware•

We use cookies

We use cookies to ensure you get the best experience on our website. For more information on how we use cookies, please see our cookie policy.