Global semiconductor memory shortage threatens AI hardware until after 2028
If you're wondering why AI-powered devices and servers are so hard to build right now, here's the scoop: there's a global shortage of semiconductor memory chips, and it might not get better until after 2028.
Micron's Chief Business Officer Sumit Sadana called the current demand far above aggregate supply and unlike anything he has seen in his career, with tech giants locking in their capacity.
Even big players like Micron and Samsung can't keep up with how fast everyone wants high-bandwidth memory for AI.
Sumit Sadana: India needs long-term contracts
Indian companies could feel the pinch even more because many aren't signing long-term contracts, something Sadana says is crucial if India wants its own strong AI industry.
Without solid planning, building local AI infrastructure gets a lot harder.
And since memory chips power everything from data centers to your favorite apps, this shortage could impact all sorts of tech we rely on every day.