# Global Memory Chip Shortage Extends Beyond 2026 as AI Demand Strains Supply

> The chip crunch driving the AI boom is widening, and analysts now expect the memory piece of it to outlast the decade. Supply is constrained across GPUs, logic, high-bandwidth memory, advanced packaging, lithography, power, and even cloud capacity, a stack of bottlenecks that reinforce one another. The numbers explain the squeeze. DRAM supply is growing about 16 percent year over year and NAND around 17 percent, both below the historical 20 to 30 percent norm, while demand from AI data centers keeps climbing. Micron is exiting consumer RAM to pour capacity into higher-margin HBM, and suppliers are deprioritizing the automotive sector to serve data center customers first. The consequences reach ordinary buyers. Consumer retail prices are absorbing the steepest part of the shortage, and the HBM deficit that underpins every big training cluster shows no sign of easing before 2030. It is a reminder that the limits on AI are increasingly physical, set by fabs and packaging lines rather than by algorithms.

_Section: [Daily AI Updates](https://www.wortins.com/daily-ai) · Source: Manufacturing Dive · Published Monday, August 3, 2026_

## Wortins' read

The chip crunch driving the AI boom is widening, and analysts now expect the memory piece of it to outlast the decade. Supply is constrained across GPUs, logic, high-bandwidth memory, advanced packaging, lithography, power, and even cloud capacity, a stack of bottlenecks that reinforce one another. The numbers explain the squeeze. DRAM supply is growing about 16 percent year over year and NAND around 17 percent, both below the historical 20 to 30 percent norm, while demand from AI data centers keeps climbing. Micron is exiting consumer RAM to pour capacity into higher-margin HBM, and suppliers are deprioritizing the automotive sector to serve data center customers first. The consequences reach ordinary buyers. Consumer retail prices are absorbing the steepest part of the shortage, and the HBM deficit that underpins every big training cluster shows no sign of easing before 2030. It is a reminder that the limits on AI are increasingly physical, set by fabs and packaging lines rather than by algorithms.

## Source

[Read the full story at Manufacturing Dive](https://www.manufacturingdive.com/news/opinion-omdia-ai-semiconductor-chip-scarcity/817172)

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