Some analysts point out that the global AI infrastructure construction boom is causing a shortage of key inputs such as memory chips. A few companies have promised to invest hundreds of billions of dollars to build large-scale data centers over the next few years, causing storage supplies to face a global strain. Among them, AI chips produced by giants such as Nvidia and AMD need to consume a large amount of the most advanced memory chips. For example, each graphics processor of the current generation Nvidia GB200 chip is equipped with 192GB of memory, Google's latest AI chip Ironwood TPU requires 192GB of high-bandwidth memory, and AMD's current AI chip MI350 is equipped with 288GB of high-bandwidth memory. In contrast, phones and computers use lower specifications and much less amount of storage—many laptops only have 16GB of RAM. This difference in demand has prompted giants such as Micron Technology to tilt limited production capacity towards the more profitable AI data center market. Micron's exit will have a significant impact on the consumer storage market. According to the latest data from the research agency TrendForce, Micron Technology accounts for 13% of the market share in the NAND flash memory field for solid-state drives. In the DRAM market, Micron Technology is the third-largest supplier, and its withdrawal caused PC builders to lose their trusted Inruida brand choice. According to reports, Samsung and SK Hynix are also prioritizing profitability over risky capacity expansion. As the global memory supply chain continues to be tight, and everything from smartphone flash memory chips to advanced high-bandwidth memories used in AI data centers is facing tight supply, the withdrawal of Micron Technology may further increase supply pressure on the consumer market.

Some analysts point out that the global AI infrastructure construction boom is causing a shortage of key inputs such as memory chips. A few companies have promised to invest hundreds of billions of dollars to build large-scale data centers over the next few years, causing storage supplies to face a global strain. Among them, AI chips produced by giants such as Nvidia and AMD need to consume a large amount of the most advanced memory chips. For example, each graphics processor of the current generation Nvidia GB200 chip is equipped with 192GB of memory, Google's latest AI chip Ironwood TPU requires 192GB of high-bandwidth memory, and AMD's current AI chip MI350 is equipped with 288GB of high-bandwidth memory. In contrast, phones and computers use lower specifications and much less amount of storage—many laptops only have 16GB of RAM. This difference in demand has prompted giants such as Micron Technology to tilt limited production capacity towards the more profitable AI data center market. Micron's exit will have a significant impact on the consumer storage market. According to the latest data from the research agency TrendForce, Micron Technology accounts for 13% of the market share in the NAND flash memory field for solid-state drives. In the DRAM market, Micron Technology is the third-largest supplier, and its withdrawal caused PC builders to lose their trusted Inruida brand choice. According to reports, Samsung and SK Hynix are also prioritizing profitability over risky capacity expansion. As the global memory supply chain continues to be tight, and everything from smartphone flash memory chips to advanced high-bandwidth memories used in AI data centers is facing tight supply, the withdrawal of Micron Technology may further increase supply pressure on the consumer market.