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Transcend chair sees AI memory supercycle

Siu Han, Taipei

May 11, 2026, 17:45 0

Credit: DIGITIMES

AI will bring an epochal technology revolution, as did the invention of steam power and electricity, according to Transcend Information chairman Chung-Won Shu. He argued that DRAM and NAND flash will face shortages in 2026-2027 and could remain undersupplied...

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