ChipsSeptember 4, 2026via Financial Times Technology
Memory chip mania isn’t going away, with Dan Kim
Why it matters
AI is creating sustained, structural demand for memory chips that goes beyond the hype cycle — a shift in compute economics that practitioners need to factor into infrastructure planning and budgeting.
Key signals
- AI-driven memory chip demand creating lasting economic squeeze
- Semiconductor market experiencing structural shift, not cyclical spike
- Expert commentary from Dan Kim on memory chip economics and supply constraints
- Published Sept 4, 2026 — suggests ongoing memory bottleneck in mature AI deployment era
The hook
Memory chip mania isn't going away. The AI buildout is reshaping semiconductor economics in ways that will persist long after the model wars settle.
The economics of an extraordinary AI-driven squeeze in chips