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technology1d ago
AMD head hopes DDR5 supply will start returning to normal in the next two years
- AMD's David McAfee says memory manufacturers are building a large capacity to bring more production online, focusing on DDR, LPDDR, and higher‑end memory tech.
- Executives anticipate a memory supply ramp by end of next year into 2028, potentially easing AI-driven demand pressures on prices.
- The article notes the AI supercycle is driving memory demand alongside server refreshes.
- Micron and other memory makers have projected delayed meaningful shipments until 2028 due to demand-supply gaps.
- Manufacturers are expanding capacity ahead of expected AI-driven memory needs through new fabs and technology shifts.
- Industry observers warn that price movements remain uncertain until capacity fully translates into supply.
- The report places memory-capacity news in the broader context of PC gaming hardware coverage by PC Gamer.
- The piece quotes AMD executive McAfee on how new memory technologies influence production focus.
- Industry outlook includes a caution that AI demand could outpace any ramp in supply.
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