Brind.
  1. Micron Technology is supplying AI chipsets for Nvidia and is facing competition from major South Korean giants like Samsung.
  2. AI is driving unprecedented demand for memory chips, impacting major semiconductor players like Micron, Kioxia, and SK Hynix.
  3. Surging AI demand is causing memory market shortages, with HBM being critical for advanced AI training models.

Citi forecasts deepening shortages in the global memory market through 2031, driven by AI adoption and high demand for HBM, DRAM, and NAND.

1 report, 1 independent Updated Sep 19
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Citi forecasts deepening shortages in the global memory market through 2031, driven by AI adoption and high demand for HBM, DRAM, and NAND.

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Within Micron Technology is supplying AI chipsets for Nvidia and is facing competition from major South Korean giants like Samsung.

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