#memory shortage

June 30, 2026 /SemiMedia/ — Lenovo warned at the ISC 2026 supercomputing conference that memory and storage shortages may not ease quickly, suggesting that DRAM, NAND Flash and related component prices are unlikely to return to the unusually low levels seen in early 2025. In its presentation, Lenovo said memory prices “are not going back to last year” and framed the market shift under a “RAM…

Micron posted a record quarter, but the real signal for IT teams isn't revenue. It can fill only about half to two-thirds of demand, with tight conditions past 2027. Three supply-side forces keep DRAM short: HBM consumes far more silicon per bit, new fabs are years out, and much of what's made is pre-sold to hyperscalers. The memory in retired servers is now real, available supply.

If you were planning to upgrade your office with one of Apple’s desktop beasts, you might have to wait a long time or perhaps rethink your options. It seems that the Apple online store has started displaying a “Currently Unavailable” sign for the most powerful models of the Mac mini and Mac Studio, sparking a wave of questions about the real reason behind this sudden disappearance of certain…

1. Breaking Down the Latest Specific News: Helium Supply Crisis Threatens AI Chip Fabrication The current geopolitical instability, specifically the conflict escalating near the Strait of Hormuz, is generating a highly specialized, high-tech supply bottleneck that directly impacts South Korean semiconductor giants. While Goldman Sachs suggests the oil shock will not cause a broad supply chain…

Topic / Subject A viral post says the memory crisis could last until 2036, but the checked reporting backs a severe shortage warning more than that exact year. TL;DR The shortage warning is real, and the tone from Phison’s side is serious. But the specific “2036” endpoint looks stretched beyond the better-supported reporting, which points more toward pressure lasting into 2030 or even…

1. Global Trigger: The Macro Shift The current global environment feels less like a gradual shift and more like a multi-front supply chain assault. At the core of the immediate pressure is the Memory Crisis. Reports from MWC 2026 confirm that surging AI demand has dramatically tightened the supply of RAM, leading to price hikes of up to six times the previous rates. This memory crunch is…

1. Global Trigger: The Macro Shift The global economic narrative is being forcefully dominated by scarcity, specifically within the high-bandwidth memory (HBM/DRAM) sector. MWC 2026 confirmed that while AI advancement drives unprecedented component demand, the resulting memory cost inflation is now directly threatening consumer electronics markets. The industry is seeing price increases of up to…