Semiconductor News & Analysis Feed

SK hynix and ADATA have issued warnings about a severe memory shortage expected in 2027, particularly affecting DRAM and HBM (High Bandwidth Memory). This forecast stems from the rapid growth in AI infrastructure demand, which is consuming memory capacity at unprecedented levels. SK hynix CEO Kwak N

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 until 2040 or 2050. He emphasized that AI applications are expanding beyond data centers into robot

SK Hynix and ADATA have issued warnings about the global memory market, predicting unprecedented severity of memory shortages in the coming years. SK Hynix forecasts the most severe memory shortage in history by 2027, while ADATA expects this shortage to last for a decade. This prediction reflects t

ADATA Technology is actively exploring its potential role in Thailand's AI computing expansion, reflecting the growing global demand for AI infrastructure. This strategic move highlights Southeast Asia's emerging importance in the AI landscape, as companies seek to capitalize on the region's cost ad