Feb. 27 at 2:51 PM
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Ensuring adequate memory availability will be critically important over the next year due to AI’s explosive data storage demands outpacing supply. This shortage stems from factories prioritizing high-bandwidth memory (HBM) for AI processors, leaving less capacity for NAND flash, DRAM, and drives needed for AI training checkpoints and massive datasets.
Projections show NAND demand rising 20-22% in 2026 while supply grows only 15-17%, driving price hikes and shortages into 2027.
Arithmetic is a helluva drugggggg.
