Silicon Motion's CEO has said that memory (DRAM) and SSD (NAND) shortages would last until 2028 due to the continued demand from AI firms.
We know that memory and SSD shortages are bad , both in the enterprise and consumer segments. DRAM & NAND makers are adding new factories to boost production capabilities, but these aren't expected to become operational within this year.
At the earliest, the first facility expansion and bring-up plans are expected around 2027, which