The recent memory shortage has widespread to affect all products, given that the high-bandwidth memory (HBM) demanded by cloud-based AI computing is crowding out production capacity for nearly every other type of memory chip.
Hygon Information Technology delivered another solid revenue quarter but noted that profit growth slowed due to higher R&D spending and increased material costs. At the November 17 earnings call, GM and director Sha Chaoqun said order momentum remains strong and that recent memory-price increases mainly reflect an "explosive" rise in AI-server demand rather than structural supply shortages.
