Call it a “RAMpocalypse.”
The global artificial intelligence (AI) arms race has triggered a memory chip shortage.
Demand for memory chips is shifting from everyday consumer products to data centers.
“We are in the midst of a memory super cycle,” Di Zhou, portfolio manager at Thornburg Investment Management, told The Epoch Times in a note.
Since typical modern hyperscale data centers consume tens of millions of semiconductor chips—analog, foundational, logic, and memory—they will account for about 50 percent of all global chip sales. A single AI server rack contains more than 4,500 packaged chips.
By comparison, the average smartphone contains as many as 30 individual chips….
