$Micron Technology (MU.US)$ Why there is a shortage of DRAM ...
Why there is a shortage of DRAM
・ Demand for HBM (high bandwidth memory) is rapidly increasing due to increased demand for AI and data centers. As a result, the DRAM production line has been shifted to HBM, and the supply of DRAM is being compressed.
・ Samsung, SK Hynix, and Micron, which are the main suppliers of DRAM, are proceeding with the construction of new plants and conversion of existing plants to increase manufacturing capacity, but this will take time. As a result, there is a high possibility that supply shortages will continue in the short term
・In China, DRAM inquiries for mature nodes are strong, and there is no sense of deceleration.
・ Demand for HBM (high bandwidth memory) is rapidly increasing due to increased demand for AI and data centers. As a result, the DRAM production line has been shifted to HBM, and the supply of DRAM is being compressed.
・ Samsung, SK Hynix, and Micron, which are the main suppliers of DRAM, are proceeding with the construction of new plants and conversion of existing plants to increase manufacturing capacity, but this will take time. As a result, there is a high possibility that supply shortages will continue in the short term
・In China, DRAM inquiries for mature nodes are strong, and there is no sense of deceleration.
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