Global DRAM shortage began in 2024
Global DRAM shortage began in 2024
The global shortage of DRAM began in 2024 due to supply constraints and rapid price escalation in the semiconductor memory market. This shortage is attributed to a structural reallocation of manufacturing capacity toward high-margin products for AI data center infrastructure, leading to scarcity in consumer and enterprise PC markets. The shortage is expected to persist until at least 2030.
Example
The shortage of DRAM has led to increased prices and limited availability for consumers and businesses relying on computer memory.
Understanding the DRAM shortage is crucial for anticipating future market trends and preparing for potential impacts on technology and industries reliant on computer memory.
Dynamic random-access memory
DRAM requires periodic refreshing to maintain data integrity
HBM (High Bandwidth Memory) provides: stacked DRAM with much higher bandwidth than DDR
High Bandwidth Memory (HBM) provides stacked DRAM with much higher bandwidth than DDR
CPU cache
L1/L2 cache hierarchy reduces global memory latency
CUDA
CUDA enables parallel computation on GPUs
Delay-line memory
CPU speed grows faster than memory speed
Thread block (CUDA programming)
Thread blocks can contain up to 1024 threads as of March 2010
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