Memory Chip Expansion Won’t Solve AI Infrastructure Bottlenecks, Says Microsoft Executive

Rani Borkar, President of Azure Hardware Systems and Infrastructure at Microsoft, presented a keynote at SEMICON Taiwan 2026 in Taipei on September 2. (Photo: Ken Kobayashi)

CHENG TING-FANG and LAULY LI

September 2, 2026 20:24 JST

TAIPEI — Expanding large‑scale memory‑chip production will not overcome the supply‑chain bottlenecks that are delaying the build‑out of AI infrastructure, according to a senior Microsoft executive.

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