AI Data Center Growth Still Runs Into Memory, Power, and Foundry Bottlenecks

AI data-center growth remains constrained by the physical supply chain behind compute. Semiconductor Engineering frames the next two to five years around efficiency: operators need to extract more output from the capacity they can secure because foundry, memory, power, and optical supply remain limiting factors. For RamTrend, the important point is that memory is not a secondary issue in the AI buildout. HBM and high-end DRAM are part of the same constrained stack as advanced logic and data-center power. The article's discussion of hyperscaler CapEx increases and demand visibility into 2028 supports the view that large buyers will keep competing for memory-linked capacity, especially where early commitments have already locked up preferred supply.