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AI model inference keeps DRAM and HBM prices elevated; memory industry signals supply increase unlikely before late 2027.
AI workload bias toward inference, not training, prolongs memory shortage; chipmakers cannot exit premium pricing until new foundry capacity online.
Trade pressSlicast · July 20, 2026 · US · Source: Google News
importance 60AI model inference keeps DRAM and HBM prices elevated; memory industry signals supply increase unlikely before late 2027.
AI workload bias toward inference, not training, prolongs memory shortage; chipmakers cannot exit premium pricing until new foundry capacity online.