The Coming Memory Shortage of 2026: What the Data Tells Us and How to Prepare
Why a Memory Shortage Is Likely in 2026 1. AI Is Consuming More DRAM Than Ever AI workloads—especially large-language-model training and inference—are dramatically increasing memory requirements per node. This has a cascade effect: as foundries prioritize HBM, traditional DRAM (DDR5, LPDDR5x, server DIMMs) receives less wafer allocation. 2. Limited Fab Expansion—Even After Record Investment Despite…
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