tech
January 26, 2026
Експанзија ВИ центара продужава несташицу меморијских чипова
Несташица меморијских чипова, кључних за рад ВИ дата центара, наставиће се током 2026. и 2027. године, изјавио је извршни директор компаније Синопсис Сасин Гази.
TL;DR
- Memory chip shortages, crucial for AI data centers, are projected to last through 2026 and 2027.
- High investments in AI infrastructure are diverting memory production capacity, impacting other sectors.
- Demand for High Bandwidth Memory (HBM) is particularly high for AI servers.
- Chip prices have increased significantly and are expected to continue rising.
- New factories will take at least two years to begin production, indicating a prolonged market imbalance.
- This period is described by some analysts as a 'supercycle' driven by long-term AI demand.
- Computer manufacturers anticipate passing increased costs onto consumers, especially in the lower-priced electronics segment.