Adata boss says DRAM shortage to last another decade with no AI bubble bursting before 2030
- Adata chief predicts memory shortages could persist throughout the next decade
- Chen says AI demand still exceeds most industry expectations worldwide
- DDR5 prices climbed another 7% during July despite earlier market optimism
Chen Li-bai, chairman of memory chip manufacturer ADATA, has dismissed growing market speculation about an imminent collapse in AI-related investment.
Speaking after TSMC's stock price plummeted following its recent earnings call, Chen argued that discussions about an AI bubble remain premature at this stage.
He stated bluntly that any real conversation about a potential bubble should wait until after 2030.
Global demand still outpacing market expectations
Global demand for AI computing power, memory chips, and electricity continues to exceed what most market analysts had projected.
Meta's recent decision to lease out surplus computing resources sparked speculation that cloud providers had overbuilt capacity faster than demand justified.
That interpretation, according to Chen, does not necessarily mean overall AI demand...
Copyright of this story solely belongs to techradar.com. To see the full text click HERE
