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#semiconductor-shortage #ai-infrastructure-demand #memory-supply-constraints #dram-pricing #micron
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fromComputerworld
4 days ago

Chip wafer shortage will run through 2030 as AI demand overwhelms supply: SK Hynix chief

Semiconductor memory supply will remain constrained until 2030 due to AI infrastructure demand, with wafer deficits exceeding 20% and rising prices expected for years.
from24/7 Wall St.
3 months ago

Did Micron's Blowout Quarter Just Smash AI Bubble Worries?

Micron's performance set several company records. Revenue of $13.64 billion, up 57% year-over-year from $8.71 billion, was a record high, while adjusted earnings reached $4.78 per share, substantially exceeding analyst estimates of $3.95 per share. CEO Sanjay Mehrotra noted that AI demand acceleration fueled its results, with the company fully selling out its 2026 HBM supply, including advanced HBM4 nodes.
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