The $100B memory war: Inside the battle for AI's future
Feature The AI gold rush is so large that even third place is lucrative
Storage
16 Oct 2025 | 9
Hunger for more HBM capacity could cause shortage DRAM-a
Industry preference for high bandwidth memory (HBM) has the potential to cause a DRAM supply shortage unless more manufacturing lines are built quickly, TrendForce is warning. The market analyst has increasingly sounded the alarm about the "potential crowding out effects on HBM capacity" as demand for the memory is expected to …