AI Is Causing a Memory Shortage. Why Producers Aren't Rushing to Make a Lot More.

Core Viewpoint - Companies such as Sandisk, Western Digital, Seagate, and Micron are required to continue operating below demand levels to maintain market stability and pricing power [1] Group 1: Company Performance - Sandisk, Western Digital, Seagate, and Micron are facing challenges in meeting demand, which necessitates a strategy of undershooting to avoid oversupply [1] - The need for these companies to manage production levels effectively is critical to sustaining profitability in a competitive market [1] Group 2: Industry Implications - The semiconductor and storage industries are experiencing fluctuations in demand, prompting major players to adjust their output accordingly [1] - Maintaining a balance between supply and demand is essential for the overall health of the industry, influencing pricing and market dynamics [1]