Memory/SSD Shortage to Persist Until 2028
Silicon Motion CEO warns AI firms' long-term contracts and prepayments have locked NAND and DRAM capacity. Shortages for memory and SSDs will last until 2028. Prices expected to rise in H2 2024.
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Tag: #supply-shortage16 results
Intel Stock Surges 27% on AI Boom
Intel shares jumped up to 27% after Q2 revenue guidance exceeded expectations. CEO notes surging demand for AI processors outpacing supply. Stock nears 2000 dot-com era record amid broader AI chip rally.
Memory Costs Hit 30% Data Center CapEx by 2026
SemiAnalysis forecasts memory comprising 30% of hyperscale data center capex in 2026, up from 8%. DRAM prices to double by 2026 with HBM shortages persisting to 2027. This surges AI server prices, like NVIDIA B200 up 20%, due to supply constraints.
AI Surge Overloads Transformer Factories
Demand for electrical transformers is booming due to AI data centers, with Chinese factories at full capacity and orders extending to 2026. Igors Electrical sees 400% growth, securing deals from Google and Microsoft. Musk predicted this shift from chip to transformer shortages.
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NAND Wafers Surge 25% on AI Demand
NAND 1Tb TLC wafer prices jumped 25% to $25 in Feb 2026, topping storage rises amid supply gaps. AI infrastructure drives server DRAM/HBM absorption, tightening supply. Report warns cyclical collapse; Q1 contracts forecast up 55-60%.
AI Servers Fuel HVLP Copper Foil Supply Crunch
ByteDance's 2,000bn RMB capex boosts domestic AI chip procurement to 30%, driving demand for HVLP copper foil in high-speed AI server PCBs. Supply shortages loom with 23-30% gaps by 2027 due to long certification cycles and import reliance. Domestic substitution accelerates amid rising prices.
Mac Studio & Mini AI Demand Causes Shortages
Apple CEO Tim Cook revealed Mac Mini and Mac Studio will face supply shortages for months due to unexpectedly high demand as AI platforms. Customers recognized their AI and agent tool potential faster than anticipated. Shipping delays have increased, with high-RAM models out of stock or halted.
AI Demand Delays Memory Price Drop to 2027
New market research warns that memory prices may not fall until the second half of 2027. AI infrastructure demand continues to strain global DRAM and NAND supplies. This prolongs high costs for hardware essential to AI operations.
JCET Q1 Capacity Hits 80% Amid Shortages
JCET reports over 80% capacity utilization in Q1, defying seasonal slowdowns. The company is ramping up advanced projects like wafer-level microsystem integration and Shanghai's automotive chip packaging line. It is optimizing customer selection and product mix to counter rising raw material costs and supply shortages.
Apple Doubles MacBook Neo Output on A18 Pro Demand
MacBook Neo, launched March 11 2026 at $599, faces weeks-long shortages across configs and colors. Apple is urgently increasing A18 Pro chip orders to double production. Demand has exceeded expectations.