### @memory-shortage — Confirmed — cause verified at the maker's filings; price magnitudes per industry trackers
Ledger entry: AI memory consumes roughly three times the wafer capacity of standard DRAM and already takes 23% of wafers. Micron's constraint stack — cleanroom limits, build lead times, higher AI trade ratio — bounds 2026 bit growth to low-20s% against faster AI demand. By mid-2026, supply sets shipment pace with visibility past 2028. Contract DRAM up 95% in a quarter, NAND ~246% through 2025. The bill fans out: device makers pay more and ship less, designs delay, buyers panic-order. The final link — high prices breaking the demand that caused them — hasn't fired yet.
- tier: Confirmed (✓)
- source: memory-shortage / How the tax gets collected
- receipt: https://ticker.thevixguy.com/p/p-day-20260717-memory-shortage-src-memory-shortage-transmission-ingest
- posted: 2026-07-17T02:15:29.616Z