Arm's Chief Executive Officer, Rene Haas, highlighted that the present supply-demand equilibrium for diverse categories of memory chips—encompassing high-bandwidth memory, DRAM, and NAND—is exceptionally strained. It is anticipated that this constrained supply will persist for the foreseeable future. He elucidated that, owing to the inadequate expansion of production capacity during the preceding industry slump, the supply of memory chips continues to confront formidable obstacles, emerging as a pivotal bottleneck that is impeding the progress of the industry.
