China Chip Group Warns AI Boom Is Distorting Memory Demand

The DIGITIMES payload says AI has moved the semiconductor industry into a strong demand phase, but also created uneven demand, capacity tightness, rising memory prices, and aggressive capital spending. The comments are attributed to Wang Junjie of the China Semiconductor Industry Association. For RamTrend, this supports the broader memory upcycle thesis but should be read as industry commentary rather than a company-specific forecast. The payload does not isolate DRAM, NAND, or HBM price levels, but it clearly links AI demand to tighter semiconductor capacity and higher memory pricing.