📊Executive Summary

The article highlights a worsening global memory chip shortage, exacerbated by increased demand for high-bandwidth memory (HBM) driven by artificial intelligence applications. In Malaysia, the cost of consumer-grade RAM and storage devices has surged, resulting in significant price increases for computers and smartphones. Despite the challenges for consumers, Malaysia's semiconductor industry is thriving, with exports of integrated circuits rising significantly. The demand for HBM is so strong that new orders may not be fulfilled until 2028 without additional capacity. This situation presents both challenges and opportunities for procurement teams, particularly in the memory and semiconductor sectors....