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Bank of America: AI memory supply shortage will last at least until the end of next year

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Jinse Finance reports that on June 26, Vivek Arya, senior semiconductor analyst at Bank of America Securities, stated that the memory industry is undergoing a fundamental structural change driven by artificial intelligence. Micron Technology's latest quarterly results indicate that manufacturing storage chips specifically optimized for AI requires three to four times the capacity of traditional computing products. In a recent interview, he explained, "Without memory chips, there is no AI," and pointed out that the recent surge in profits—far exceeding expectations—reflects a permanent shift rather than a typical cyclical upturn. Arya also predicts that the supply-demand imbalance for AI memory will last at least until the end of next year. He mentioned that Micron has announced landmark agreements with 16 different clients, which will provide multi-year visibility into pricing, volume, and supply. "I think the persistence of this cycle is different," he said, emphasizing that even if memory chip manufacturers want to increase production, physical constraints such as land, electricity, and manufacturing space make rapid expansion nearly impossible.
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