Top 3 Memory Makers Shift to HBM, Squeezing DRAM and NAND for Consumer Devices
Updated
Updated · Business Insider · Aug 28
Top 3 Memory Makers Shift to HBM, Squeezing DRAM and NAND for Consumer Devices
3 articles · Updated · Business Insider · Aug 28
Summary
SK Hynix, Samsung and Micron are redirecting capacity toward High Bandwidth Memory for AI data centers, tightening supply of the DRAM and NAND chips used in laptops, phones, cameras and game consoles.
That production shift is raising component costs for device manufacturers, which are increasingly passing the increases on to consumers through higher retail prices.
AI data center expansion is driving the squeeze because HBM has become a priority product for memory suppliers, leaving fewer traditional chips available for everyday electronics.
The shortage shows how AI infrastructure demand is spilling beyond servers, pushing up costs across the broader consumer tech market.