Artificial intelligence workloads are reshaping how memory is produced, priced, and prioritized. Not because the supply chain has fundamentally broken, but because manufacturers are making deliberate decisions about where to place capacity and capital. Wafer lines are being steered toward high-margin, long-term AI demand, not toward broad, undifferentiated expansion. HBM, advanced DRAM, and other AI-optimized memory now command the majority of investment and forward planning.