WASHINGTON, Sept. 30 (TNSLrpt) -- The Center for Strategic and International Studies issued the following report on September 17, 2026, by Sujai Shivakumar, Charles Wessner, and Thomas Howell entitled "Beyond the Memory Cycle: AI, HBM, and the New Semiconductor Shortage."

Here are excerpts:

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Introduction

Semiconductor memory devices are essential components of virtually every modern software-driven electronic system, including co . . .

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