Overview
- Samsung, SK Hynix, and Micron cannot satisfy both AI datacenters and consumer electronics, pushing memory prices higher with no clear endpoint.
- Industry experts cite deep production cuts in 2022–2023 and scant investment through most of 2025 as key drivers of today’s shortage.
- Building new memory fabs requires at least 18 months and more than $15 billion, limiting the speed at which supply can expand.
- Bloomberg reporting, cited by Wccftech, says shortages are pressuring profits, forcing price hikes or output cuts, and disrupting product roadmaps across PCs, phones, autos, and data centers.
- Analysts warn consumers should expect pricier devices, while some propose shifting AI tasks to local AI-capable PCs as a potential—though uncertain—pressure valve for cloud demand.