AI Demand Fuels Tight Memory Chip Supply Through 2024

High-bandwidth memory chip shortages expected to persist as tech giants race to advance AI capabilities.

Samsung, SK Hynix, and Micron report nearly sold-out stocks of high-bandwidth memory chips for 2024 and 2025.
AI applications like large language models drive significant demand for high-performance memory chips.
SK Hynix plans to introduce HBM4E by 2026, promising increased bandwidth and power efficiency.
Samsung and SK Hynix are expanding production capacities to meet soaring demand.
Tech companies like Microsoft, Amazon, and Google are heavily investing in AI infrastructure, intensifying competition for memory chips.