Analysis: Inventory Crunches Hit Memory

Explore shifting memory dynamics as AI-driven demand depletes inventories, extends lead times, and reshapes supply–demand conditions across the sector.

Demand for AI-related chips is accelerating faster than supply, driving sharp inventory drawdowns and extending lead times across key memory segments. As stocks tighten and orders face increasing delays, this analysis outlines the market implications and emerging risks. This report accompanies the Industry Performance Data Table and provides added context to shifting supply–demand dynamics.