Hardware · Jul 31
Omdia’s 94.1% forecast makes memory the AI bottleneck to watch
Memory ICs are expected to top half of semiconductor revenue, shifting the AI infrastructure squeeze into DRAM, NAND, HBM, packaging, and node capacity.
- Plan AI infrastructure around memory availability, not only accelerator roadmaps.
- Track DRAM, NAND, HBM, packaging, and node capacity as linked constraints.
- Treat 2027 supply relief language as a key signal in future market updates.