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With the ongoing development of artificial intelligence infrastructure, the tight supply situation of memory chips is anticipated to continue for a considerable time. Numerous prominent individuals within the semiconductor industry have assessed that this shortage is probably going to endure for a minimum of two to three years. The CEO of Synopsys pointed out that the chip shortage will remain a challenge through 2026 and 2027. This is because a substantial portion of memory chips produced by leading manufacturers is being directed towards AI infrastructure, resulting in other markets facing difficulties due to a lack of sufficient production capacity. Despite the fact that Samsung, SK Hynix, and Micron are dedicated to expanding their production, it will take them at least two years to reach their expansion targets.
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