The global electronics market faces a new supply crisis. As Reuters reports on December 3, 2025, surging demand for AI infrastructure has led to an acute shortage of DRAM and, especially, HBM (High Bandwidth Memory). Component prices are rising, and suppliers are introducing rationing. Industry experts warn that the shortage could last until 2027 and significantly delay the construction of new data centers and the deployment of AI models.
Reuters: AI Boom Triggers Global HBM and DRAM Memory Shortage
