The rapid construction of AI infrastructure is causing a shortage in high bandwidth memory. Tom Mainelli, vice president of device and consumer research at International Data Corporation, says this is a unique problem that could affect consumers throughout 2026.
Much like graphics processing units, high bandwidth memory is essential for training and running AI. It's paired with all those NVIDIA chips that have been selling like hot cakes and only a small handful companies in the world make it.
Now the surge in demand from data centers has created a global shortage for everything else — the PCs and smartphones and other consumer electronics that also use memory chips.
Marketplace’s Meghan McCarty Carino spoke with Tom Mainelli, vice president of device and consumer research at IDC, about how long this shortage could last.
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