The National Intelligence Grid or NATGRID is an integrated intelligence master database structure for counter-terrorism purposes which connects databases of various core security agencies under the Government of India. It collects and analyses comprehensive patterns procured from 21 different organizations that can be readily accessed by security agencies round the clock. As of September 2025 its CEO is Hirdesh Kumar. NATGRID came into existence after the 2008 Mumbai attacks. The Government of India in July 2016 appointed Ashok Patnaik as the Chief Executive Officer (CEO) of NATGRID. The appointment is being seen as the government's effort to revive the project. Patnaik's appointment was valid till 31 December 2018. As of 2019, NATGRID is headed by an Indian Police Service (IPS) officer Ashish Gupta. The Ministry of Home Affairs on 5 February 2020 announced in Parliament that Project NATGRID with all its required physical infrastructures been completed as of 31 March 2020 and the NATGRID solution went live as of 31 December 2020. == Reason for establishment == The landscape of Terrorism in India and the subsequent response by Law enforcement in India have necessitated a sophisticated data-integration framework, positioning NATGRID as a vital tool for national security agencies. This shift towards Mass surveillance in India is rooted in a broader policy evolution of state monitoring, which is technologically enabled by the India Stack—the foundational digital infrastructure providing the API-based backbone for government service delivery and identity verification. This ecosystem is further bolstered by advanced Signal intelligence capabilities and the implementation of SIM binding, a security protocol that anchors a user’s digital identity to a specific mobile device and verified SIM card to prevent identity fraud and unauthorized access. Collectively, these elements form a 360-degree surveillance and authentication grid designed to preemptively identify threats by synthesizing historical, financial, and real-time communication data across disparate platforms. === Terror attacks in India === The 2008 Mumbai attacks led to the exposure of several weaknesses in India's intelligence gathering and action networks. NATGRID is part of the radical overhaul of the security and intelligence apparatuses of India that was mooted by the then Home Minister P. Chidambaram in 2009. The National Investigation Agency (NIA) and the National Counter Terrorism Centre (NCTC) are two organisations established in the aftermath of the Mumbai attacks of 2008. Before the Mumbai attacks, a Pakistani origin American Lashkar-e-Taiba (LeT) operative David Coleman Headley had visited India several times and done a recce of the places that came under attack on 26/11. Despite having travelled to India several times and having returned to the US through Pakistan or West Asia, his trips failed to raise the suspicion of Indian agencies as they lacked a system that could reveal a pattern in his unusual travel itineraries and trips to the country. It was argued that if they had a system like the NATGRID in place, Headley would have been apprehended well before the attacks. === Need for the integrated intelligence system === During the inauguration of NATGRID campus in Bengaluru, the Minister of Home Affairs, Amit Shah stated that a new national database is in the process of being made which will bring a change in the current ways of functioning of agencies once it's ready also adding that the government has entrusted the task of developing and operating a state-of-the-art and innovative technology system. It is accessible to 11 central agencies in the first phase and in later phases will be made accessible to police of all States and Union Territories and only authorized personnel are allowed access to the platform on a case-to-case basis for investigations into suspected cases of terrorism. NATGRID has a total fund allocation of ₹3,400 crore (US$355 million). d == Legal framework == Relevant legal framework: Digital Personal Data Protection Act, 2023 – The legislative framework governing how digital data is handled. Information Technology Act - Interception Rules, 2002 – The specific regulations under the Information Technology Act that govern these agencies. National Security Act of 1980, evidence-based preventative detention of suspects Right to Information Act, 2005, for obtaining information from the government and used by activists and whistleblowers == Structure and functions == === Multi-agency integrated intelligence database === NATGRID is an intelligence sharing network that collates data from the standalone databases of the various agencies and ministries of the Indian government. It is a counter terrorism measure that collects and collates a host of information from government databases including tax and bank account details, credit/debit card transactions, visa and immigration records and itineraries of rail and air travel. It also has access to the Crime and Criminal Tracking Network and Systems, a database that links crime information, including First Information Reports, across 14,000 police stations in India. This combined data will be made available to 11 central agencies, which are: the Research and Analysis Wing (R&AW), Intelligence Bureau (IB), National Investigation Agency (NIA), Central Bureau of Investigation (CBI), Narcotics Control Bureau (NCB), Financial Intelligence Unit (India) (FIU), Enforcement Directorate (ED), Central Board of Direct Taxes (CBDT), Central Board of Indirect Taxes and Customs (CBIC), Directorate of Revenue Intelligence (DRI) and Directorate General of GST Intelligence. Also as stated by the MHA, NATGRID will have an in-built mechanism for continuous upgradation. In the later phases of NATGRID integration, the central government further plans to integrate 950 additional organizations into it. === Key components and users === ==== Some important backend data feeds to the NATGRID (middleware) ==== National Crime Records Bureau's Crime and Criminal Tracking Network and Systems (CCTNS) national-integrated law-and-order database for the state-level police forces: CCTNS is a mission-mode project under the National e-Governance Plan that interconnects over 15,000 police stations across India. It serves as the primary source for NATGRID to access digitized FIR (First Information Report) data and criminal history records from state-level law enforcement. NSA's National Technical Research Organisation (NTRO) national security-based database feed to NATGRID: NTRO serves as a primary technical data provider to NATGRID, offering specialized intercepts and satellite imagery. While NATGRID functions as a centralized data-integration middleware under the Ministry of Home Affairs, NTRO reports to the National Security Advisor within the Prime Minister's Office. DRDO's NETRA (Network Traffic Analysis) ELINT-based mass surveillance system for monitor internal internet traffic for keywords related to terrorism and criminal activity within Indian borders: Developed by the Centre for Artificial Intelligence and Robotics (CAIR), NETRA is an internet monitoring system capable of scanning traffic for specific trigger words. It provides digital behavioral triggers that NATGRID can cross-reference against structural data like financial or travel records. NETRA is a massive software network used to intercept and analyze internet traffic (emails, social media, blogs) for keywords like "bomb," "attack," or "kill." The intelligence gathered by NETRA regarding suspicious digital patterns or "keyword hits" can be fed into NATGRID. This allows an investigator to see if a person flagged by NETRA also has suspicious travel (from airline databases) or financial records (from bank databases) linked within NATGRID. Department of Telecommunications (DoT's Central Monitoring System (CMS) for lawfully intercepting national and international telecomm data: CMS is the centralized system for lawful interception of all telecommunications (phone calls, SMS, and data) in India, managed by the Department of Telecommunications (DoT). While CMS focuses on the content and metadata of real-time communication, NATGRID focuses on historical/structural data (tax, travel, identity). They represent two halves of a 360-degree surveillance profile: CMS listens to what a suspect says, while NATGRID tracks where they go and what they own. The CMS allows for the lawful interception of telecommunications metadata and content in real-time. In the broader surveillance architecture, CMS provides the "active" communication profile while NATGRID provides the "static" historical profile. Telecom Enforcement Resource and Monitoring (TERM) - Telecomm Regulatory & Verification Node for telecomm KYC: TERM cells verify subscriber identity (KYC) and maintain the integrity of telecom databases. NATGRID relies on these audited records to ensure the accuracy of telephone-to-identity mapping. TERM
Are You Dead?
Are You Dead? (Chinese: 死了么; pinyin: Sǐleme), also known by its English name Demumu, is a Chinese application designed for young people living alone. It requires setting up one emergency contact and sends automatic notifications if the user has not checked in via the app for consecutive days. The app was released on the App Store on 10 June 2025. In early January 2026, the application gained popularity due to its name and the issue of safety for people living alone, and ranked high on the list of paid applications in the Chinese region of the Apple App Store before being removed. The app's rise in popularity sparked discussions about taboos about death in China. == History == Are You Dead? was founded and operated independently by three people born in the 1990s, and developed in a way that involved remote collaboration in their spare time. According to the New Yellow River report, Guo, the product manager, said that the application was designed for young people and that the inspiration came from the discussion of netizens on social platforms about "an app that everyone must have and will definitely download" that he observed two or three years ago. The name was also "not their original creation". After realizing its potential demand and social significance, the team successfully registered the name and completed the product development in about a month. Regarding the development entity, the New Yellow River cited information from the Apple App Store that the application was developed by Yuejing (Zhengzhou) Technology Service Co., Ltd. According to Tianyancha information, the company was established in March 2025 with a registered capital of 100,000 yuan. === Rise in popularity === The app has been generating buzz on social media since 9 January 2026, due to its name and the topic of safety for people living alone. Around 10 January, it topped the Apple paid app chart. As of 10:00 a.m. on January 11, it ranked first in the App Store paid app chart. It also ranked highly in the utility app chart; it ranked first or second in the paid utility app charts in the United States, Singapore and Hong Kong, and first or fourth in Australia and Spain. The app was subsequently removed from the Apple App Store in China. In terms of functionality and usage, First Financial praised the product for its "simple interface and single function," but pointed out that the interface lacks a display of consecutive check-in days, and there is also the possibility that users may forget to check in, leading to the mistaken issuance of reminders. In addition, since the application mainly relies on email reminders and lacks SMS or telephone notifications, it does not conform to Chinese social habits; the untimely notifications also make the application more like a "death notification" tool, losing its early warning significance for emergency rescue. Hu Xijin, former editor-in-chief of the Global Times, commented on the application on Weibo that it is "really good and can help many lonely elderly people." The Beijing News Quick Review pointed out that the role of technical tools is limited and needs to be connected with real support such as community patrols and liaison mechanisms. Due to the price increase, there have also been questions about the motivation for the price increase. The app's rise in popularity sparked discussions about taboos about death in China. Regarding the popularity of the application, both Southern Metropolis Daily and The Beijing News commented that it reflects the public issue of the risks of living alone and reflects the general anxiety of the living alone group about dying alone. Shangguan News further pointed out that although such technology products provide a certain "low-cost sense of security", their "cold notifications" may not only cause false alarms, but also highlight the embarrassing reality that "there is no one to fill in the emergency contact". It also emphasized that algorithms or applications cannot bring true happiness and called on society to reconstruct a support network full of humanistic care while relying on technology. The name of the application has also sparked controversy. Most netizens believe that the name "Are You Dead?" is unlucky and makes it awkward to share the application. They suggest changing it to a milder name such as "Are You Alive?". Hu Xijin also said that the name change could "give the elderly who use it more psychological comfort" and "believe that the application will become more popular after the name change". Some people also believe that this straightforward name just points out the real dilemma faced by people living alone and has a special meaning. BBC News commented that the name "Are You Dead" is playing a word game with Ele.me (Chinese: 饿了么; pinyin: Èleme) and the pronunciation is also similar. Legal professionals believe that its name is highly similar to Ele.me and may cause confusion. They also raised the possibility of trademark infringement and unfair competition. However, the developers said that the application is developed for young people and death is not a sensitive topic. They will "consider launching a new application that is more suitable for middle-aged and elderly people". They have not yet received any name change requests from relevant departments. On the evening of 13 January 2026, the Are You Dead? team announced that it would change its name to the English brand name Demumu in the upcoming new version. On 11 January, the development team also issued a statement through its official Weibo account, stating that it would study the renaming suggestion and plan to enrich the SMS reminder function, consider adding the message function and explore the direction of age-friendly products; it also stated that it would launch an 8 yuan paid plan to cover the costs of SMS, servers, etc., and welcomed investors to discuss cooperation. In terms of financing and valuation, it plans to sell 10% of the company's shares for 1 million yuan and proposed a valuation of 10 million yuan. On the evening of January 15, the application was removed from the app store in mainland China. == Functions == The application does not require users to enter phone numbers or other information to register. After filling in their name and setting an emergency contact, users can click the sign-in button every day. If they fail to sign in for two consecutive days, the system will send an email reminder to the emergency contact the next day. In addition, users can also bind a smart bracelet to monitor physiological signs, pre-designate a hearse driver and funeral music, and trigger the "one-click body collection" function when no pulse is detected. The application was initially available for free download, but a one yuan paid download option was introduced at the end of 2025. In January 2026, the application team issued a statement saying that an 8 yuan paid option would be launched based on the costs of SMS, servers, etc.
Human-centered AI
Human-centered AI is the initiative at the intersection of the fields of artificial intelligence (AI) and human-computer interaction (HCI) to develop AI systems in a way that prioritizes human values, needs, and general flourishing. Emphasis is placed on the recognition that artificial intelligence systems are rapidly changing, and will continue to influence, many aspects of the human experience, in areas ranging from scientific inquiry, governance and policy, labor and the economy, and creative expression, with an aim set to adapt current developments and guide future developments on a trajectory which is most beneficial to the human population at large, with the goal of augmenting human intelligence and capacities across these areas, as opposed to replacing them. Particular attention is paid to mitigating negative effects of AI automation on the livelihoods of the labor force, the use of AI in healthcare fields, and imbuing AI systems with societal values. Human-centered AI is linked to related endeavors in AI alignment and AI safety, but while these fields primarily focus on mitigating risks posed by AI that is unaligned to human values and/or uncontrollable AI self-development, human-centered AI places significant focus in exploring how AI systems can augment human capacities and serve as collaborators. == Conceptual history == The importance of the alignment of artificial intelligence development towards human values in some sense predates artificial intelligence itself, as before the modern conception of artificial intelligence as coined at the 1956 Dartmouth Workshop, the conception of robots as constructed, autonomous agents entered the cultural consciousness as early as the 1920s, with Karel Capek's Rossum's Universal Robots. The imagined issues relating to robots' aims and values requiring intentional alignment and direction with those of humans followed soon after, most widely known from science fiction author Isaac Asimov’s Three Laws of Robotics, dating to his 1942 short story “Runaround”. Two of the three eponymous laws are directly concerned with robots’ interaction with and positioned deference towards humans, and have in recent times been reexamined in the face of modern AI. In 1985, after artificial intelligence research had taken off and its effects were more acutely conceptualized, Asimov added a Rule Zero, treating robots' relationship with humanity as a whole, distinct from individual humans. While modern artificial intelligence is largely distinct from robotics, the conceptualization of both robots and AI systems as autonomous agents positions this as a foundation for conceptions of human-centered AI. Aside from robots, artificially intelligent autonomous agents in interaction with humans have been conceived of for at least 75 years. In 1950, Alan Turing published his famous "Imitation Game", often also called the Turing Test, a thought experiment that uses human-machine interaction as an assessor for the intelligence of a system. In recent times, artificial intelligence researchers such as Stanford's Erik Brynjolfsson have conceived of rapid AI development leading to a so-called "Turing Trap". == Augmentation and automation == A major stated aim of human-centered AI is to promote the development of AI in ways that augment human capabilities, rather than replacing them. To this end, organizations and initiatives that take a human-centered approach to AI development focus on frameworks that encourage collaboration between humans and artificial intelligence systems to build towards even greater progress, rather than attempting to automate tasks currently handled by humans. Such avenues include everything from data visualization for big data, allowing human engineers to better understand extremely large datasets, allowing for the design of better machine learning models to handle them, to AI-powered sensors to monitor vitals, allowing for better responsiveness from healthcare providers. Many human-centered AI initiatives often position it as a better alternative to the apparent mainstream in AI development, which is primarily concerned with automation. Driven by the pressures of the market economy, AI development that does replace tasks currently performed by humans with automated processes is incentivized, as it allows for greater profit margins; this often comes at the detriment of the human whose performance is replaced, thus leading to an environment wherein human workers are outcompeted by AI systems across various service-sector and technology-based industries. At the same time, automation and augmentation are not always incompatible; a major aim of human-centered AI is towards the automation of rote tasks that would otherwise hinder a human’s productivity or creativity, freeing them to direct their energy and intelligence towards higher-level tasks, thus achieving augmentation through automation. Empirical research in pharmaceutical sales has shown that a human-centered implementation - where work procedures, training, and incentives are designed around individuals' cognitive needs - improves augmentation performance, while implementation without such adaptation can worsen outcomes relative to a legacy system. == Research == Much of the work done on human-centered AI comes from research institutes, within universities, companies, and as freestanding organizations. The Stanford Institute for Human-Centered AI (abbreviated to HAI) is one such group, engaging academics, industry professionals, and policymakers centered in Stanford University to conduct research and inform policy in various areas in human-centered AI, including on aspects of the intelligence itself, augmentation, and on measuring the impacts of AI systems on sociopolitcal and cultural institutions. Similar groups exist at other universities, including the Chicago Human + AI (CHAI) Lab at the University of Chicago, the HCAI@GU group at the University of Gothenburg, and the Human-Centered AI (HAI) Lab at the University of Oxford. Outside of the academy, companies such as IBM have research initiatives dedicated to advancements in human-centered AI. At Kenyon College, the Integrated Program for Humane Studies (IPHS) launched a human-centered AI program in 2016 integrating artificial intelligence research with humanities and social science inquiry. This approach treats computation and humanistic scholarship as a single unified field of research rather than as separate disciplines requiring collaboration. The program's researchers have published in both AI venues (such as the International Conference on Machine Learning and Frontiers of Computer Science) and humanities journals (such as PMLA and Poetics Today), and the lab was selected in December 2025 by Schmidt Sciences for its Humanities and AI Virtual Institute to apply AI methods to cultural heritage preservation.
Deep Learning Anti-Aliasing
Deep Learning Anti-Aliasing (DLAA) is a form of spatial anti-aliasing developed by Nvidia. DLAA depends on and requires Tensor Cores available in Nvidia RTX cards. DLAA is similar to Deep Learning Super Sampling (DLSS) in its anti-aliasing method, with one important differentiation being that the goal of DLSS is to increase performance at the cost of image quality, whereas the main priority of DLAA is improving image quality at the cost of performance (irrelevant of resolution upscaling or downscaling). DLAA is similar to temporal anti-aliasing (TAA) in that they are both spatial anti-aliasing solutions relying on past frame data. Compared to TAA, DLAA is substantially better when it comes to shimmering, flickering, and handling small meshes like wires. == Technical overview == DLAA collects game rendering data including raw low-resolution input, motion vectors, depth buffers, and exposure information. This information feeds into a convolutional neural network that processes the image to reduce aliasing while preserving fine detail. The neural network architecture employs an auto-encoder design trained on high-quality reference images. The training dataset includes diverse scenarios focusing on challenging cases like sub-pixel details, high-contrast edges, and transparent surfaces. The network then processes frames in real-time. Unlike traditional anti-aliasing solutions that rely on manually written heuristics, such as TAA, DLAA uses its neural network to preserve fine details while eliminating unwanted visual artifacts. == History == DLAA was initially called and marketed by Nvidia as DLSS 2x. The first game that added support for DLAA was The Elder Scrolls Online, which implemented the feature in 2021. By June 2022, DLAA was only available in six games. This number rose to 17 by February 2023. In June 2023, TechPowerUp reported that "DLAA is seeing sluggish adoption among game developers", and that Nvidia was working on adding DLAA to the quality presets of DLSS to boost adoption. By December 2023, DLAA was supported in 41 games. In early 2025, an update for the Nvidia App added a driver-based DLSS override feature that enables users to activate DLAA even in games that do not support it natively. == Differences between TAA and DLAA == TAA is used in many modern video games and game engines; however, all previous implementations have used some form of manually written heuristics to prevent temporal artifacts such as ghosting and flickering. One example of this is neighborhood clamping which forcefully prevents samples collected in previous frames from deviating too much compared to nearby pixels in newer frames. This helps to identify and fix many temporal artifacts, but deliberately removing fine details in this way is analogous to applying a blur filter, and thus the final image can appear blurry when using this method. DLAA uses an auto-encoder convolutional neural network trained to identify and fix temporal artifacts, instead of manually programmed heuristics as mentioned above. Because of this, DLAA can generally resolve detail better than other TAA and TAAU implementations, while also removing most temporal artifacts. == Differences between DLSS and DLAA == While DLSS handles upscaling with a focus on performance, DLAA handles anti-aliasing with a focus on visual quality. DLAA runs at the given screen resolution with no upscaling or downscaling functionality provided by DLAA. DLSS and DLAA share the same AI-driven anti-aliasing method. As such, DLAA functions like DLSS without the upscaling part. Both are made by Nvidia and require Tensor Cores. However, DLSS and DLAA cannot be enabled at the same time, only one can be selected depending on whether performance or image quality is prioritized. == Reception == TechPowerUp found that "[c]ompared to TAA and DLSS, DLAA is clearly producing the best image quality, especially at lower resolutions", arguing that, while "DLSS was already doing a better job than TAA at reconstructing small objects", "DLAA does an even better job". In a Cyberpunk 2077 performance test, IGN stated that "DLAA provided somewhat similar results [FPS wise] to the normal raster mode in most cases but got significant performance boost with the help of frame generation", a feature not available when using native resolution. Rock Paper Shotgun noted that, while DLAA is "not a completely perfect form of anti-aliasing, as the occasional jaggies are present", it "looks a lot sharper overall [than TAA], and especially in motion." According to PC World, "DLAA offers very good anti-aliasing without losing visual information — alternatives like TAA tend to struggle during motion-filled scenes, where DLAA doesn’t. Furthermore, DLAA’s loss of performance is lower than with conventional anti-aliasing methods."
And–or tree
An and–or tree is a graphical representation of the reduction of problems (or goals) to conjunctions and disjunctions of subproblems (or subgoals). == Example == The and–or tree: represents the search space for solving the problem P, using the goal-reduction methods: P if Q and R P if S Q if T Q if U == Definitions == Given an initial problem P0 and set of problem solving methods of the form: P if P1 and … and Pn the associated and–or tree is a set of labelled nodes such that: The root of the tree is a node labelled by P0. For every node N labelled by a problem or sub-problem P and for every method of the form P if P1 and ... and Pn, there exists a set of children nodes N1, ..., Nn of the node N, such that each node Ni is labelled by Pi. The nodes are conjoined by an arc, to distinguish them from children of N that might be associated with other methods. A node N, labelled by a problem P, is a success node if there is a method of the form P if nothing (i.e., P is a "fact"). The node is a failure node if there is no method for solving P. If all of the children of a node N, conjoined by the same arc, are success nodes, then the node N is also a success node. Otherwise the node is a failure node. == Search strategies == An and–or tree specifies only the search space for solving a problem. Different search strategies for searching the space are possible. These include searching the tree depth-first, breadth-first, or best-first using some measure of desirability of solutions. The search strategy can be sequential, searching or generating one node at a time, or parallel, searching or generating several nodes in parallel. == Relationship with logic programming == The methods used for generating and–or trees are propositional logic programs (without variables). In the case of logic programs containing variables, the solutions of conjoint sub-problems must be compatible. Subject to this complication, sequential and parallel search strategies for and–or trees provide a computational model for executing logic programs. == Relationship with two-player games == And–or trees can also be used to represent the search spaces for two-person games. The root node of such a tree represents the problem of one of the players winning the game, starting from the initial state of the game. Given a node N, labelled by the problem P of the player winning the game from a particular state of play, there exists a single set of conjoint children nodes, corresponding to all of the opponents responding moves. For each of these children nodes, there exists a set of non-conjoint children nodes, corresponding to all of the player's defending moves. For solving game trees with proof-number search family of algorithms, game trees are to be mapped to and–or trees. MAX-nodes (i.e. maximizing player to move) are represented as OR nodes, MIN-nodes map to AND nodes. The mapping is possible, when the search is done with only a binary goal, which usually is "player to move wins the game".
Conversational user interface
A conversational user interface (CUI) is a user interface for computers that emulates a conversation with a human. Historically, computers have relied on text-based user interfaces and graphical user interfaces (GUIs) (such as the user pressing a "back" button) to translate the user's desired action into commands the computer understands. While an effective mechanism of completing computing actions, there is a learning curve for the user associated with GUI. Instead, CUIs provide opportunity for the user to communicate with the computer in their natural language rather than in a syntax specific commands.
2024–present global memory supply shortage
A global computer memory supply shortage started in 2024 due to supply constraints and rapid price escalation in the semiconductor memory market, particularly affecting DRAM and NAND flash memory. This shortage is sometimes labelled by tech media outlets as "RAMmageddon" or the "RAMpocalypse". Unlike the 2020–2023 global chip shortage, which stemmed primarily from pandemic-related supply chain disruptions from COVID-19, this shortage is driven by a structural reallocation of manufacturing capacity toward high-margin products for artificial intelligence infrastructure, creating scarcity of computer memory in consumer and enterprise PC markets. According to a 2026 Kearney's PERLab analysis, the shortage is expected to last at least until 2030, with CEOs agreeing with the timelines. == Background == Following a severe market downturn in 2022–2023, major memory manufacturers—Samsung Electronics, SK Hynix, and Micron Technology—implemented strategic production cuts to stabilize pricing. By mid-2024, the rapid expansion of generative AI services triggered unprecedented demand for specialized memory products, particularly High Bandwidth Memory (HBM) used in AI accelerators and data center GPUs. Specialized components of semiconductor technology are also experiencing supply constraints due to high demand in AI application. For example, glass cloth, a high-performance glass fiber substrate used for power efficient high speed data transfer and a crucial component of semiconductor manufacturing, is experiencing a supply crisis. Nitto Boseki, a Japanese firm having overwhelming monopoly in its production, is not able to meet increased demands, making chip-makers such as Qualcomm, Apple, Nvidia and AMD compete for securing supply. There are also reports of smaller electronics companies struggling to find suppliers for components such as NAND flash. Memory suppliers are adapting to increased demands and market unpredictability by requiring prepayment or shorter time-frame of payment, which makes it more difficult for smaller firms to acquire capital to survive. By 2026, due to steadily increased demand on resources, CPUs are also experiencing shortage issues due to low fabrication capacity, prioritisation of server CPUs, and increased demand, with CPU prices also being forecast to increase by as much as 15%. The demand on memory has also increased strain on other electronic components such as hard disk devices, with reports such as Western Digital's hard disk supply for 2026 being booked for enterprise applications before February 2026. A 2024 McKinsey analysis projected that global demand for AI-ready data center capacity would grow at approximately 33% annually through 2030, with AI workloads consuming roughly 70% of total data center capacity by the decade's end. In addition, according to Kearney's State of Semiconductor 2025 Report, executives were already expecting a shortage in the <8nm wafer size with memory chips being mentioned as an acute source of concern. Multiple companies mentioned being prepared for it through long-term agreements with RAM suppliers or amassing additional inventory. On 24 March 2026, Google announced TurboQuant, a memory compression technology focused on large language models (LLM) and vector search engines, which it claimed achieves 6x lower memory consumption in tested local LLMs and 8x performance enhancement in tests running on H100 accelerators. The technology is also a drop in enhancement for existing inference pipeline. Amid speculation about memory demand trends, memory manufacturers, SanDisk, Micron, Western Digital and Seagate, among other companies involved in memory manufacture experienced stock price declines. Prices of memory kits also reduced in the following months, although still at inflated prices. == Causes == === HBM production displacement === HBM manufacturing requires significantly more wafer capacity per bit than standard DRAM modules. Industry sources reported that as manufacturers allocated increasing wafer capacity to HBM production to meet contracts with AI infrastructure providers, the supply of conventional DDR4 and DDR5 modules for consumer PCs and smartphones contracted sharply. By September 2025, Samsung Electronics had reportedly expanded its 1c DRAM capacity to target 60,000 wafers per month specifically for HBM4 production, further diverting resources from consumer memory lines. === Geopolitical and trade barriers === The supply chain was further constrained by escalating trade tensions between the United States and China. Throughout 2025, fears of U.S. regulatory backlash and new tariff structures led major manufacturers like Samsung and SK Hynix to halt sales of older semiconductor manufacturing equipment to Chinese entities, effectively capping production capacity in the region. Additionally, proposed tariff policies by the U.S. administration in late 2025 prompted supply chain realignments, with Apple reportedly accelerating plans to source all U.S.-bound iPhones from India to avoid potential levies. === NAND flash capacity constraints === In the NAND flash segment, manufacturers prioritized higher-margin enterprise SSDs for data center applications while phasing out older process nodes more rapidly than anticipated. In November 2025, contract prices for NAND wafers increased by more than 60% month-over-month for certain product categories, with 512GB TLC experiencing the steepest rise as legacy manufacturing capacity was retired. == Impact on industry and consumers == === Manufacturer responses === Major PC manufacturers responded to component cost increases with significant price adjustments and supply chain strategies. Dell Technologies Chief Operating Officer Jeff Clarke stated during a November 2025 analyst call that the company had "never witnessed costs escalating at the current pace," describing tighter availability across DRAM, hard drives, and NAND flash memory. Analysts at Morgan Stanley downgraded Dell Technologies stock from "Overweight" to "Underweight" in late 2025, citing the company's heavy exposure to rising server memory costs. The firm warned that skyrocketing memory prices could significantly erode margins for server and PC OEMs. Conversely, Apple Inc. was reportedly less affected than its competitors, having secured long-term supply agreements for DRAM through the first quarter of 2026. Lenovo Chief Financial Officer Winston Cheng described the cost surge as "unprecedented" and disclosed that the company's memory inventories were approximately 50% above normal levels in anticipation of further price increases. === Consumer electronics sector === The shortage particularly affected smartphone manufacturers and other consumer electronics producers. DRAM prices reportedly rose by 172% throughout 2025, leading manufacturers like Samsung to halt new orders for DDR5 modules to reassess pricing structures and Micron to exit its 'Crucial' brand of consumer products. In Tokyo's Akihabara electronics district, retailers began limiting purchases of memory products to prevent hoarding, with prices for popular DDR5 memory modules more than doubling in some cases. Despite the broad trend of rising hardware costs, some companies engaged in aggressive pricing strategies to maintain market share; for example, Sony reduced the price of the PlayStation 5 by $100 for Black Friday 2025, potentially absorbing increased component costs to stimulate software ecosystem growth. Due to memory prices more than doubling in a single quarter, HP revealed in its Q1 2026 earnings call that memory costs account for 35% of PC build materials up from 15-18% previous quarter. Despite showing strong Q1 2026 earning driven by Windows 11 upgrade cycle and AI PC adoption, HP warned investors of low operating margins and up to double digit percentage decline for coming quarter. Trendforce, an IT analytics company, updated its forecast from 1.7% year-over-year growth in PC market to 2.6% year-over-year decline for 2026, amid backdrop of steadily increasing prices and supply crisis. Research and analytics firms, Gartner and IDC expect worldwide PC market to decline 10-11% and smartphone market to decline 8-9% in 2026. Gartner also projects that rising memory prices will make low-margin entry level laptops under 500 USD financially unviable in two years. The RAM shortage has delayed the release of Valve's second Steam Machine due to increased memory prices. The device was originally set to launch in early 2026. === AI infrastructure competition === Technology companies including Google, Amazon, Microsoft, and Meta Platforms placed open-ended orders with memory suppliers, indicating they would accept as much supply as available regardless of cost, according to Reuters sources. The limited supply of AI chips has been cited as a reason for the slow down in compute growth. In October 2025, OpenAI formally announced a strategic partnership using letters of intent with Samsung Electronics and SK Hynix