Google and Microsoft prioritize speed over cost as CSPs scramble for memory

Siu Han, Taipei; Emily Kuo, DIGITIMES Asia Tuesday 9 December 2025 0

Credit: DIGITIMES

A major memory shortage is hitting the industry as the supply-demand gap widens. Some upstream memory manufacturers are prioritizing server shipments, while other companies have been aggressively stockpiling due to shortages. Among US-based CSPs, Google...

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