The
#Al boom is creating a severe memory chip shortage:
Dynamic random-access memory (DRAM) inventory levels are down -80% YoY, to just 3 weeks worth of supply.
This is the type of memory particularly used in computers and phones.
By comparison, DRAM suppliers held ~9.5 weeks of inventory in July.
The shortage has spread into nearly all memory types, spanning consumer flash chips in USB drives and smartphones to advanced high-bandwidth memory (HBM) powering Al data centers.
Skyrocketing demand from Al infrastructure and consumer electronics is overwhelming global supply.
SK Hynix, the world's