AI Memory Chip Shortage Deepens
Elon Musk and Tim Cook warn the global memory shortage is unprecedented.
AI data centres now consume about 70% of global memory output, up from 20–30% in 2022.
Samsung, SK Hynix and Micron Technology are prioritising high-margin AI memory chips.
Gartner expects 2026 PC shipments to fall 10%+ and smartphone shipments 8%+, with supply pressure likely to continue until 2027. $SPCX $AAPL
Elon Musk and Tim Cook warn the global memory shortage is unprecedented.
AI data centres now consume about 70% of global memory output, up from 20–30% in 2022.
Samsung, SK Hynix and Micron Technology are prioritising high-margin AI memory chips.
Gartner expects 2026 PC shipments to fall 10%+ and smartphone shipments 8%+, with supply pressure likely to continue until 2027. $SPCX $AAPL