The AI boom is straining semiconductor supply chains, causing shortages and price hikes for memory (HBM, NAND, DRAM) and critical components. Industry voices warn of prolonged pressure into 2027-2028, impacting data center expansion and hardware availability.
Micron Technology says the memory shortage for AI workloads will persist past 2027, and it has already secured customer deals worth $100 billion. The crunch, especially for HBM memory, is reshaping data center expansion plans and on-premise infrastru...
Flash memory controller maker Phison sees no end to the NAND shortage, with orders already booked into Q2 2027. The tight supply forces enterprises running on-premise AI infrastructure to rethink storage planning and costs.
TSMC has reportedly raised prices for all advanced nodes, which account for 74% of its wafer business. Nvidia, AMD, Apple, and Qualcomm will face higher wafer costs, likely impacting the pricing of GPUs and AI accelerators. For on-premise AI deployme...
Shifts in voltage regulator module (VRM) supply for AI servers are causing power delivery bottlenecks and lead times stretching beyond six months. This signals unprecedented pressure on power components, with direct consequences for teams planning on...
The AI boom has propelled SK hynix to surpass Samsung in market valuation. The driving force is High Bandwidth Memory (HBM), a critical component for GPUs and accelerators used in training and inference of Large Language Models. This milestone reshap...
The expansion of AI data centers intensifies demand for high-speed optical interconnects. However, the production of 6-inch indium phosphide (InP) wafers, a key material for optical modules, struggles to keep pace, creating a bottleneck that threaten...
Prices of DDR2 memory, a standard introduced in 2003 and still in production, have risen by up to 60%. The cause: the global DRAM shortage fueled by explosive demand for high-bandwidth memory (HBM) for artificial intelligence. This dynamic, usually a...
Shortages of MLCCs for AI servers and 8-bit MCUs are slowing China's supply chain, directly impacting those building on-premise LLM clusters. Longer lead times, rising costs, and alternative sourcing are forcing a rethink of hardware procurement stra...
