On March 9, Bloomberg released an article highlighting that the soaring demand for AI has sparked an unprecedented shortage of memory chips. Meeting this exponential growth is both costly and potentially challenging. Although memory chip manufacturers had anticipated the demand surge to some extent, the current industry upheaval far surpasses normal expectations. Large tech companies are projected to spend a staggering $650 billion on capital expenditures by 2026, marking an 80% year-on-year increase. Even if chip manufacturers ramp up production capacity, it will take at least a year or more to ease the shortage significantly. AI systems necessitate the swift processing of vast amounts of data, rendering High Bandwidth Memory (HBM) a crucial component. As AI models grow increasingly complex, the demand for HBM has skyrocketed, while the demand for traditional DRAM and NAND chips has also seen a sharp uptick. The global memory market is primarily dominated by Samsung, SK Hynix, and Micron, all of which are boosting their production capacities. However, HBM manufacturing poses significant challenges, with low yield rates prompting cautious expansion plans. Consumer electronics companies are grappling with the repercussions of more expensive products, shrinking profit margins, and slower upgrade cycles. Notably, companies like HP and Dell have already begun raising their product prices.