The AI boom broke the memory market, and the bust could be brutal
AI Today Summary
The surge in AI development has disrupted the traditional memory market cycle, causing prices for DRAM and NAND flash to rise instead of fall, with shortages expected to persist until around 2028. Major memory manufacturers are investing heavily in new production facilities, but these will take years to become operational, leading to increased costs for downstream industries and AI companies. This prolonged supply constraint is impacting the broader electronics market and AI infrastructure costs
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