DRAM/NAND memory shortage
Business
Memory Chip Prices Surge Past Chipset Costs Amid AI-Driven Shortage
A global memory shortage fueled by the AI infrastructure boom has sent DRAM and NAND flash prices soaring, making memory the most expensive component in smartphones and pushing prices to levels comparable to gold.
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Apple's low-capex approach to AI has drawn analyst praise, but a global memory shortage and new SEC disclosures show the company is grappling with component and computing capacity risks that could affect future product launches.
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