The Data Center Boom Is Making the Memory Shortage Even Worse
4 Articles
4 Articles
The data center boom is making the memory shortage even worse
A RAM (random access memory) chip, commonly used in PCs.HUIZENG HU/Getty ImagesThe memory shortage at the heart of recent price hikes on consumer electronics is expected to worsen in the next year.A TF International analyst expects 15-20% of capacity allocated to consumer electronics will shift to data centers in 2027.The supply and demand imbalance for memory chips is hitting consumers' wallets — and eating into companies' margins.The memory sh…
The memory shortage behind the recent price hikes in consumer electronics will worsen over the next year and does not have a quick solution in sight. Sector managers and analysts anticipate new price pressures during 2027 and even beyond.The problem affects several fronts at the same time.
Mario Romero.- Apple's specialist analyst, Ming Chi Kuo, released a detailed analysis of the options the iPhone manufacturer has to access new memory providers, given the current and complex scenario. According to the analyst, the gap between memory supply and demand will continue [...] The post Ming-Chi Kuo releases hard analysis about Apple by memory market and the option with CXMT first appeared on TransMedia.
the memory supply-demand gap will widen through 2027, with an estimated 15%-20% of 2026 consumer electronics capacity shifting to data centers in 2027 (Ming-Chi Kuo)
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