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business1d ago
The AI frenzy is causing a worldwide supply chain crisis, as prices soar
- Global memory-chip shortage tightens supply as AI and data-center demand surges.
- Retailers in Tokyo limit memory purchases to curb hoarding, signaling tight supplies.
- Prices for high-demand memory, including DRAM and HBM, have surged in late 2025.
- Some suppliers warn the shortage could delay future data-center projects.
- Major chip makers like Samsung and SK Hynix expand capacity to meet demand.
- Tech giants and cloud providers pressed memory suppliers for open-ended orders.
- New capacity investments target memory types used in AI chips and data centers.
- Smartphone makers warn of price increases due to higher memory costs.
- Investors question AI investments amid the memory-chip squeeze.
- Analysts foresee continued pricing volatility into 2026.
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