AI Memory Demand Driving Supply Constraints

AI server DRAM demand expected to reach 55% of total by 2028 (Sigmaintell). HBM shortages persist due to 3x wafer capacity per GB. BofA forecasts $1.7T data center market by 2030. Samsung profit surge 250x, Hon Hai sales up 54% confirm AI memory demand. Consumer segment weakness contrasts. Hyperscaler capex straining cash flow (Jefferies). Micron's $50B Q4 revenue guide and HBM4 ramp are key catalysts. New: SK hynix first-half capex jumped 73% on AI memory boom, underscoring the scale of AI-driven investment.