Micron and SK Hynix are investing billions of dollars to increase their memory production capacity. However, these significant investments are not expected to yield substantial increases in available capacity until 2028. This long lead time for new capacity means that current memory supply constraints are likely to persist for several years. AI
IMPACT Persistent memory supply constraints could impact the cost and availability of AI hardware.
RANK_REASON Significant investment announcement by major industry players. [lever_c_demoted from significant: ic=1 ai=0.7]
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