Sony has hit pause on a major part of its storage business, and not-so-surprisingly, AI is one of the reasons behind it. The company has officially announced that it is temporarily suspending orders for most of its CFexpress and SD memory cards, citing a global shortage of semiconductor memory.
SonyThe suspension applies to both retailers and direct customers, and there’s currently no clear timeline for when sales will resume. This isn’t just a minor supply hiccup. Instead, it’s a sign of a much bigger problem brewing across the tech industry.
So what’s actually going on?
At the core of this is a global memory shortage, and AI is a big part of the story. Demand for memory chips has exploded thanks to AI data centers and high-performance computing, which are consuming massive amounts of DRAM and NAND storage. That’s pushing manufacturers to prioritize
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