Industry executives say nearly all major memory chipmakers are running at or near full capacity, with 2026 production slots almost “sold out” due to AI demand
TAIPEI/TOKYO/SEOUL — Since October, SK Hynix's headquarters in Icheon, near Seoul, has seen a steady stream of visitors … X: @nikkeiasia and @nikkeiasia X: @nikkeiasia : The AI boom is driving huge demand for DRAM and NAND chips. Investment is rising, but supply is tight and prices keep climbing. https://asia.nikkei.com/... [image] @nikkeiasia : A looming shortage of memory chips is casting a shadow over upcoming product launches. https://asia.nikkei.com/... [image]