1 of 1
Story summary
- Taiwan Semiconductor Manufacturing Company (TSMC), Intel Corporation, and Samsung Electronics Co. face capacity constraints from rising DRAM and storage demand.
- The shortage could raise DRAM and storage prices 20-30%, with electronics costs up 5-10%.
- NVIDIA Corporation’s shift to LPDDR memory worsens the supply squeeze.
- Alibaba Group Holding Limited’s CEO says undersupply could last two to three years.
- Analysts forecast a 30% memory price rise in Q4 2025.
