Adata chairman says DRAM shortage will last another 10 years — dismisses AI bubble talk until '2040 or 2050'

tomshardware.com 2026-07-22 Luke James

Entities

Companies:ADATA TSMC SK hynix Nanya CXMT Samsung NVIDIA Meta Micron

Technologies:DRAM NAND flash HBM DDR5 AI data centers edge devices semiconductor equipment

Tags

DRAM shortage AI bubble Semiconductor supply chain Memory pricing TSMC SK hynix NVIDIA AI data centers High Bandwidth Memory Storage devices Chip inventory Semiconductor investment

News Summary

Following TSMC's record earnings, ADATA Chairman Simon Chen stated that the global DRAM shortage will persist for another decade and dismissed current talk of an AI bubble, suggesting it may not occur... Read original →

Industry Analysis

__fail__

Read Original Article →

This page displays AI-generated summaries and metadata for research purposes. Original content belongs to the respective publishers.