Adata chairman Simon Chen (Chen Li-bai) said the global DRAM shortage will run for another 10 years and that talk of an AI bubble is premature, according to a Commercial Times report. Chen made the comments after Taiwanese stocks slumped in the wake of TSMC's record second-quarter results, a selloff that revived concerns about overheated AI investment. The same report carries Adata's forecast that DRAM contract prices will climb another 20% to 30% in the third quarter, with NAND flash rising 35% to 40%.
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