Arm CEO: Overall supply of storage chips remains tight
Arm CEO Rene Haas stated that the supply of various memory chips, including high-bandwidth memory (HBM), DRAM, and NAND, remains tight. He attributed this ongoing shortage to insufficient capacity expansion during previous downturns, making memory chips a persistent bottleneck. The overall supply is expected to remain constrained for the foreseeable future. AI
IMPACT Continued memory chip shortages could impact the pace of AI hardware development and deployment.