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

Latest from Tom's Hardware ·Luke James·about 2 months ago
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(Image credit: ADATA) Adata chairman Simon Chen (Chen Li-bai) said the global DRAM shortage will run for another 10 years and that talk of an AI bubble is premature, according to a Commercial Times report. Chen made the comments after Taiwanese stocks slumped in the wake of TSMC's record second-quarter results , a selloff that revived concerns about overheated AI investment. The same report carries Adata's forecast that DRAM contract prices will climb another 20% to 30% in the third quarter, with NAND flash rising 35% to 40%. Go deeper with TH Premium: Memory Electricity, particularly green power, and memory will be the world's two scarcest resources over the next decade, Chen told Commercial Times . He rejected the argument that Meta and other cloud providers renting out spare compute capacity prove investment has overshot demand.…

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