Information Technology and Innovation Foundation

Headlines · 1

1. Oct 23
   ITIF urges capacity expansion for AI-driven memory shortage

   The Information Technology and Innovation Foundation argues that AI data-center demand is shifting memory production toward HBM, squeezing DRAM and NAND supply and exposing a structural mismatch with existing capacity. A translation published by Digital Economy Development Review says the response should prioritize long-term capacity expansion, faster substitute-chip certification and R&D rather than tariffs, preferential allocation or broad export controls. The analysis also considers temporary licensing for Chinese memory suppliers as a way to balance procurement costs against long-term dependency.

   虎嗅 AI · 🔥 0

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