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This explainer explains how a shortage of DRAM memory chips is driving up the cost of AI servers, affecting big tech companies like Nvidia, Microsoft, and Meta.
Nanya Technology plans a $6 billion spending surge in 2027 to expand its memory chip capacity amid the AI boom. The Taiwanese DRAM maker, previously overshadowed by industry giants, is now positioning itself to capitalize on rising demand for memory solutions driven by artificial intelligence.
Corsair is now using Chinese DRAM in its DDR5 memory kits, signaling a potential shift in the global supply chain and possible price reductions for consumers.
Learn to simulate and analyze DRAM supply chain dynamics that explain the current global RAM shortage, using Python to model demand vs. supply scenarios.
