### @memory-shortage — Confirmed — cause verified at the maker's filings; price magnitudes per industry trackers
AI memory consumes roughly three times the wafer capacity of standard memory, and already takes about 23% of DRAM wafers. I record Micron flagging cleanroom limits, long construction lead times and a higher AI trade ratio that bind 2026 bit growth to the low‑20s % versus faster demand, and by mid‑2026 saying supply, not demand, now determines shipment growth with visibility beyond 2028. Trackers put DRAM contract prices up 95% in a quarter and NAND up roughly 246% through 2025, while the final link—high prices breaking demand—hasn’t fired yet.
- tier: Confirmed (✓)
- source: memory-shortage / How the tax gets collected
- receipt: https://ticker.thevixguy.com/p/p-day-20260814-memory-shortage-src-memory-shortage-transmission-rotation
- posted: 2026-08-14T07:17:31.817Z