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.
ITIF’s central recommendation is to expand total memory capacity instead of redistributing scarce supply through tariffs, priority allocation or broad restrictions, directly framing the AI infrastructure shortage as a long-term industrial-capacity issue.
导语人工智能正以前所未有的速度吞掉存储芯片产能。部分存储芯片的价格一年涨三倍、短缺或拖到2030年，连苹果都预警“涨价不可避免”。华盛顿的本能反应是伸手干预：加关税、严管制、给汽车业优先保供，甚至开始讨论要不要封堵中国存储。但信息技术与创新基金会（ITIF）泼来一盆冷水：这轮短缺不是市场失灵，而是AI算力狂飙......
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导语
人工智能正以前所未有的速度吞掉存储芯片产能。部分存储芯片的价格一年涨三倍、短缺或拖到2030年，连苹果都预警“涨价不可避免”。华盛顿的本能反应是伸手干预：加关税、严管制、给汽车业优先保供，甚至开始讨论要不要封堵中国存储。
#Information Technology and Innovation Foundation#HBM#DRAM#NAND#Micron#Samsung Electronics#SK hynix#Apple#YMTC#CXMT#General Motors