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AI NewsGlobal Memory Shortage Could Persist Until 2030 as Suppliers Prioritise AI Data Centres: Report

Global Memory Shortage Could Persist Until 2030 as Suppliers Prioritise AI Data Centres: Report

2:03 PM IST · April 20, 2026

The ongoing global memory shortage has shaken up the consumer tech market, with the rising component costs driving up the selling prices of devices such as smartphones, laptops, gaming consoles, and more. A new report now claims that it could take until 2030 before the supply matches the demand. One of the biggest DRAM suppliers globally, SK Hynix, is reportedly planning to bring up a new fabrication plant, but it is said that the focus would be on high-bandwidth memory (HBM), which is used by artificial intelligence (AI) data centres, and not consumer devices.

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Google Reportedly Exploring AI Inference Chip Partnership With Marvell Technology

Google is reportedly exploring a partnership with semiconductor company Marvell Technology. As per the report, the Mountain View-based tech giant is in talks with the company to develop two new artificial Intelligence (AI) chipsets for its workload requirements. There is reportedly no deal in place, but the companies have initiated formal discussions around the topic. The deal is said not to impact Google's existing partnerships with Broadcom, MediaTek, and TSMC. Instead, it aims to diversify the company's supply chain.

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