AIG just pointed out that the booming global industry of artificial intelligence and internet of things brought about a massive leap in the scale of cloud-based infrastructure and services, in spite of the rapid growth of global DRAM demand.
Only the global DRAM makers in recent years have focused on process improvement, did not make huge investments in new capacity, AIG said it makes this year the global DRAM shortage continues to burn.
Transcend predicts that the fourth quarter DRAM market will continue to be in short supply, product prices will remain high.
A-DATA also pointed out that the Korean DRAM makers have predicted that the first quarter of next year will further raise the contract price is expected DRAM shortage will continue into next year and will hit the longest DRAM industry history.