Key Metrics
11.81
Heat Index-
Impact LevelMedium
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Scope LevelGlobal
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Last Update2026-01-19
Key Impacts
Positive Impacts (7)
Negative Impacts (4)
Event Overview
The semiconductor industry faces a significant shortage of memory chips, particularly high bandwidth memory for AI applications. This shortage is driven by increased demand from the artificial intelligence sector, highlighting the strain on production capacity and supply chain challenges.
Collect Records
Micron Technology Reports Worsening Memory Chip Shortage
Micron Technology reported that the shortage of memory chips has intensified in the past quarter and is expected to continue beyond 2023. Manish Bhatia, the company's executive vice president of operations, highlighted that the surge in demand for high-end semiconductors, driven by artificial intelligence (AI) infrastructure, has led to an unprecedented shortage. Specifically, the high bandwidth memory required for AI accelerators has consumed a significant portion of the production capacity, causing a major memory shortage for traditional industries such as smartphones and personal computers. Additionally, manufacturers of personal computers and smartphones are also competing for memory chip supplies post-2026.
Micron to Exit Consumer Business, Focus on AI Data Center Chips
Micron Technology announced that it will exit the consumer business and focus on producing advanced memory chips for artificial intelligence data centers. In the context of a global semiconductor supply shortage, Micron will stop selling consumer-grade branded products at global retailers, e-retailers, and distributors. However, the company will continue to ship these products through these channels until February 2026.