The Great AI Silicon Shortage

SemiAnalysis·Mar 12

This story is reported by SemiAnalysis. Read what other outlets are saying below, then open the original report for full details.

Full coverage

1

HBM Shortage Makes Frontier AI a Luxury Good by 2030, RIKEN Study Finds

Tech Times·22h ago

2

The memory shortage is expected to get even worse

Business Insider·Jun 30

3

American AI Companies Can’t Get Enough Chips

Center for a New American Security | CNAS·May 7

4

The great data center delay: Why your AI chips are stuck in 2026

Manufacturing Dive·Apr 20

5

AI’s memory chip shortage is quietly taxing the entire economy

Fortune·Mar 19

6

Global Memory Shortage Crisis: Market Analysis and the Potential Impact on the Smartphone and PC Markets in 2026

IDC | Trusted Tech Intelligence·Dec 18

7

Anthropic reportedly mulls designing own chips amid shortage

Silicon Republic·Apr 10

8

SMI's PCIe 6.0 SSD controller for consumer SSDs coming next year, but severe NAND shortages will get even worse in 2027 as AI data centers swallow supply — An interview with Silicon Motion's SVP Nelson Duann

Tom's Hardware·Jun 16