Adata boss says DRAM shortage to last another decade with no AI bubble bursting before 2030
THE SO WHAT
A major DRAM supplier calling a decade-long shortage and no AI demand collapse before 2030 means memory, not just GPUs, is a structural choke point. Treat high-bandwidth memory and DDR5 availability as a strategic constraint when sizing clusters, negotiating cloud commitments, or promising latency/throughput to customers.
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