AITom's Hardwareabout 2 hours ago
Adata chairman predicts decade-long DRAM shortage
3 min read
Adata chairman Simon Chen said the global DRAM shortage will last another 10 years, with contract prices rising 20% to 30% in Q3 and NAND flash up 35% to 40%. He dismissed AI bubble concerns, arguing demand will spread across robots, driverless vehicles, and tens of billions of edge devices. Memory makers are expanding cautiously, but Chen expects prices and profits to keep rising.
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