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Morgan Stanley: AI Demand is Turning Memory Chips into Restricted Commodities
2026-06-09 /
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Author：小编
Morgan Stanley reported that the booming global AI industry has led to tight memory supply, with memory transforming from a bulk commodity to a restricted one. The surge in demand for high-bandwidth memory in AI servers has made memory a bottleneck in AI infrastructure, with the shortage expected to persist until 2027.
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