---
title: "The Memory Squeeze Refuses To Die"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/296637198.md"
description: "New PhaseThe memory squeeze has entered a new phase. HBM started it. Conventional DRAM followed. Now NAND is going vertical. What began as an AI-specific capacity problem is turning into a broad memory pricing shock, creating an earnings windfall upstream and an increasingly painful margin problem downstream.Refuses to die"
datetime: "2026-08-21T16:06:44.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/296637198.md)
  - [en](https://longbridge.com/en/news/296637198.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/296637198.md)
generator: "portal-rs"
---

# The Memory Squeeze Refuses To Die

## **New Phase**

The memory squeeze has entered a new phase. HBM started it. Conventional DRAM followed. Now NAND is going vertical. What began as an AI-specific capacity problem is turning into a broad memory pricing shock, creating an earnings windfall upstream and an increasingly painful margin problem downstream.

## **Refuses to die**

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## Related News & Research

- [Micron Stock Is Surging Toward $1,000 Again. Can MU Keep Climbing?](https://longbridge.com/en/news/296107115.md)
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- [Micron Stock Extends Winning Streak on Strong AI Memory Demand](https://longbridge.com/en/news/295836293.md)
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- [Micron Technology, Inc.  Plans USD10 billion AI Memory Chip R&D Center](https://longbridge.com/en/news/296551150.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**