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Tom Minnelli

Vice President of device and consumer research at IDC, providing industry analysis on memory, PC, and data center market trends.

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Jan 13, 2026 • 8min

AI is eating up the world's computing memory

In this discussion, Tom Minnelli, Vice President at IDC, provides insight into the booming demand for high bandwidth memory crucial for AI applications. He reveals the key role of a handful of companies producing these memory chips amid a global shortage impacting consumer electronics, PCs, and smartphones. The conversation explores how this scarcity may last until 2026 or 2027, affecting pricing and availability for gamers and everyday consumers alike, creating tough choices for device upgrades.

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