Goldman Warns DRAM Shortage Not The Only Bottleneck In AI Data Center Buildouts

We've coined the term "The Great Memory Crunch" to describe how data centers are absorbing a massive share of the world's high-bandwidth memory (HBM) supply, diverting much-needed capacity away from consumer devices.

The downstream risk is tighter memory supplies and soaring input costs, which could squeeze margins for consumer electronics companies such as Nintendo and its peers. Industry insiders also warn that consumers may want to pull forward purchases of devices exposed to HBM-related supply chain snarls, as memory markets are set to tighten further.