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2026-03-25
How AI and Geopolitics Forge a Memory Market Crisis
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eetimes.com 2026-03-25 Pablo Valerio
The economics of the global memory market are being fundamentally rewritten by the AI supercycle and catastrophic Middle East supply disruptions.
Semiconductor IndustryMemory MarketAI InfrastructureSupply Chain CrisisDRAM ShortageNAND FlashHigh-Bandwidth MemoryHBM