Jakarta, domclub Indonesia
—
The rapid development of artificial intelligence (
A.I
) triggered a memory chip crisis due to high demand
hardware
this support.
The global memory chip crisis is forcing AI and electronics companies to scramble for dwindling supplies.The crisis in this important component that functions to store data then causes prices to continue to soar.
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Electronics stores in Japan are reportedly starting to limit the number of hard disk drives that buyers can purchase.Meanwhile, Chinese smartphone manufacturers warned about rising prices.
According to three sources familiar with the talks, tech giants such as Microsoft, Google, and ByteDance are scrambling to secure supplies from memory chip manufacturers such as Micron, Samsung Electronics, and SK Hynix.
This supply shortage spans nearly all types of memory, from flash chips used in USB drives and smartphones to high-bandwidth memory (HBM) used to power AI chips in data centers.
According to market research firm TrendForce, prices in some segments have more than doubled since February, leading traders to believe that these price increases will continue.
It is thought that the negative impact of this crisis could spread beyond the technology sector.Many economists and executives warn that prolonged shortages risk hampering AI-based productivity gains and delaying hundreds of billions of dollars in investment in digital infrastructure.
This could also add to inflationary pressures as many parties try to control price increases and face US tariffs.
“Memory shortages have now grown from a component-level problem to a macroeconomic risk,” said Sanchit Vir Gogia, CEO of Greyhound Research, a technology advisory firm, quoted from
Reuters
.
“(AI manufacturing) collides with supply chains that cannot meet its physical requirements,” he added.
Reuters took a deep dive into the worsening supply crisis by interviewing nearly 40 people, including 17 executives at chipmakers and distributors.
The insight shows the industry’s efforts to meet surging demand for advanced chips has created a dual dilemma.
Chipmakers still can’t produce enough high-end semiconductors for the AI race, but their shift away from traditional memory products has hampered supply to smartphones, PCs and consumer electronics.Some of them are now rushing to correct course.
Furthermore, the ongoing crisis has investors questioning whether the billions of dollars invested in AI infrastructure has created a bubble.
Some analysts predict market selection will occur, with only the largest and most financially strong companies able to absorb price increases.
A memory chip company executive said that supply shortages will delay future data center projects.
The source said new capacity would take at least two years to build, but memory chip makers were reluctant to overbuild for fear the capacity could become idle if the surge in demand subsides.
(lom/dmi)
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