Semiconductor Index Hits Record High as AI Memory Shortage Triggers 3-4% Supply Gap Through 2026
Semiconductor indices reached all-time highs despite a persistent 3-4% DRAM and NAND shortage through 2026, driven by Nvidia-led AI infrastructure demand. High-bandwidth memory requirements for AI workloads are straining manufacturing capacity, creating premium pricing opportunities for memory suppliers. Intel's 18A process and Micron's US fab expansions aim to capture AI-era supply constraints worth billions.
ViaNews Editorial Team (Markets)•