📊Executive Summary

The rapid rise of generative AI is creating significant strain on the memory supply chain, particularly affecting high-bandwidth memory (HBM), GPUs, and SSDs. Major producers like SK Hynix, Samsung, and Micron are experiencing lead times of six to twelve months due to unprecedented demand, with prices for HBM3 rising 20-30% year-over-year. The demand for GPUs is similarly high, with backlogs extending for up to a year. The article highlights that ongoing geopolitical tensions and potential tariffs could exacerbate these supply shortages, making it critical for procurement teams to monitor these developments closely....