Institution: Memory supply shortage will last at least until the second half of 2027
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Golden Ten Data reported on March 12 that market research firm CounterPoint Research stated that, unlike previous cycles, the current memory market does not see a decline in demand even as prices rise. The supply shortage issue will not be substantially resolved until at least the second half of 2027. This is because the demand for server DRAM and high-bandwidth memory (HBM) driven by the construction of artificial intelligence data centers has already exceeded the overall market demand.
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