Corporate memory loss: How the global memory shortage is reshaping device planning

AI-driven demand for high-bandwidth memory (HBM) is tightening global memory supply, increasing costs and lead times for DRAM and NAND used in commercial IT hardware; this report explains how constrained memory availability disrupts device refresh cycles, procurement predictability, and budgeting. It recommends three resilience measures—strengthening lifecycle planning, using data and predictive analytics to anticipate demand, and simplifying configuration standards—to help IT, procurement, and finance teams manage volatility and maintain operational continuity.