Devices · 1h ago
Adata Chair Predicts Decade-Long DRAM Shortage Driven by AI Demand
Adata Chairman Chen Li-bai expects AI demand to sustain global memory shortages for another decade, despite factory expansions. DDR5 prices are already rising sharply worldwide. The executive also dismissed concerns of an AI bubble bursting before 2030.
Meridian48 take
This bullish forecast from a major memory maker should be weighed against potential overcapacity risks as competitors ramp up production.
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Adata boss says DRAM shortage to last another decade with no AI bubble bursting before 2030 →
TechRadar
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