The recent notable escalations in the prices of memory and flash storage products can largely be attributed to a supply-demand imbalance sparked by a surge in demand from the AI sector. Over the past year, the price of memory modules has surged by nearly 500%, with certain items experiencing a tenfold price increase. In light of this trend, one might naturally assume that the memory industry is grappling with significant production capacity limitations. However, anonymous insiders within the semiconductor industry assert that the extent of the memory shortage has been overblown.
