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Intel CEO Warns AI Hardware Shortage May Continue for 2–3 Years, Memory Market Could Cool First
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Micron Expects Tighter Memory Supply in FY2027 and FY2028 as AI Demand Accelerates
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Omdia: Global Semiconductor Revenue Tops $425 Billion in Q2, Up Record 31.4% Sequentially
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Global Memory Revenue Forecast to Reach $837.3 Billion in 2026 as AI Lifts Market Share to 54%
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NAND Flash shortage may persist through early 2027 before supply recovers
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Nanya raises $2.5 bln, signs DRAM supply deals with Kioxia and SanDisk
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Insiders: Memory spot prices continue to fall
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IC Insights: Flash memory CapEx expected to reach $29.9B in 2022
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