Memory Shortage Could Last Several Years
Intel CEO Pat Gelsinger recently revealed that the shortage of memory chips could persist until 2028. In a public statement, he explained that no effective solutions have emerged within the industry at this time.
After discussions with several memory sector experts, he learned that the problem is unlikely to ease soon, with improvements not expected until at least 2028. This forecast highlights the complexity and challenges currently facing the chip supply chain.
AI Boom Sparks Surge in Memory Demand
With the development of large-scale AI infrastructure, demand for storage chips has skyrocketed. This trend has significantly reduced available memory supplies for traditional PCs and smartphones, triggering chip shortages and rising prices.
The tight memory supply could dampen consumer purchasing interest, potentially affecting the overall consumer electronics market.
Next-Gen Platforms Will Intensify Demand
- Advancements in AI technology are driving a sharp increase in memory performance needs.
- Upcoming computing platforms, such as the Rubin architecture, will further escalate memory consumption.
- AI applications will require substantial memory support, placing even greater strain on the supply chain.
Gelsinger specifically noted that as a leader in AI processors, upcoming platform launches will pose even greater challenges to memory supply dynamics.