AI's Insatiable Hunger: Memory Chip Shortage Delays C
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smartphones' RAM, is fueling a severe global DRAM shortage as AI data centers prioritize advanced memory. This crisis, with HBM demand surging 70% year-over-year in 2026 and consuming 23% of total DRAM wafer output (up from 19% in 2025), has driven DRAM prices parabolic and forced consumer electronics firms to adapt.
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