… In all these measures, fabless customers would need to change their pricing/supply plans, creating a 'domino' effect within the AI supply chain. …
… RAM prices are skyrocketing, GPU launches are being delayed, and now it appears that major NAND manufacturers are planning extensive price hikes on their supply. …
… And since data center build-out is currently at its highest, it is certain that a shortage of components like DRAM and NAND will be present. And since manufacturers are receiving large-scale orders that reserve 'years of supply', the consumer markets will eventually suffer. …
… Even so, the supply contract still entails a year-over-year price increase of around 2x. …
… DRAM has evolved to be a crucial component of the AI supply chain, as it is not only widely used in high-bandwidth memory HBM but also companies continue to employ technologies like DDR5 and DDR4 for conventional AI workloads. …