Global memory markets are expected to witness a “supply shock” within the next year, claims Morgan Stanley, saying that AI-driven demand will result in massive developments. Consumer & Client Memory Markets To Witness An Economic Turnover, Courtesy of AI-Fueled Demand Well, it looks like the memory industry is finally seeing the economic rebound it has been searching for for a long time, as analysts expect the markets to experience a “gold rush” courtesy of the AI hype. A new report by Morgan Stanley states that the HBM markets are expected to witness an 11% supply shortage rate, while the DRAM […]
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