An alliance of nine U.S. trade associations warned on Wednesday that an
AI-driven global memory-chip shortage is creating increasing risks for
automakers, medical-device makers and other industries, and urged the Trump
administration to help expand supplies. The groups told Treasury Secretary
BESSENT and Commerce Secretary Lutnick the shortage could disrupt critical
supply chains and may push up consumer-goods prices in the near term. They said
the rapid expansion of AI data centres is consuming a disproportionate share of
memory capacity, prompting unprecedented price increases and reducing
availability for manufacturing and consumer markets. The associations asked the
administration to work with chip manufacturers and buyers to expand capacity in
the United States and allied jurisdictions, and recommended using
trade-agreement mechanisms or CHIPS Act-related programs to secure supply chains
and shore up supply across market segments.
