Devices · 2h ago
Adata Chairman Predicts Decade-Long DRAM Shortage, Dismisses AI Bubble
Adata chairman Simon Chen forecasts a DRAM shortage lasting 10 years, citing electricity and memory as the world's scarcest resources. He dismisses AI bubble concerns, predicting AI demand will sustain growth until 2040 or 2050. The statement comes amid rising memory prices and AI-driven demand for high-bandwidth memory.
Meridian48 take
Chen's timeline may be overly optimistic, but his warning about DRAM supply constraints underscores the structural challenges in memory manufacturing.
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Adata chairman says DRAM shortage will last another 10 years — dismisses AI bubble talk until '2040 or 2050' →
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