💨 Abstract

The global memory shortage, driven by high demand from AI data centers, is expected to impact electronics companies until at least 2030. This shortage has already affected companies like Valve and could lead to bankruptcies in the consumer electronics sector. Phison's CEO predicts significant reductions in mobile phone, PC, and TV production. Memory manufacturers are demanding three years' worth of pre-payment, indicating a prolonged shortage.

Courtesy: Adam Starkey