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DRAM and NAND flash prices soar due to supply issues, AI demand, and geopolitics, hurting tech profits and delaying products.
Memory prices, especially for DRAM and NAND flash, have surged due to supply constraints, AI-driven demand, and geopolitical issues, threatening tech hardware profits and production.
Apple and other major companies face squeezed margins, delayed product launches, and higher costs, prompting shifts in component sourcing.
The crisis highlights vulnerabilities in global semiconductor supply chains and could lead to slower innovation and higher consumer prices if trends continue.
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Los precios de DRAM y NAND flash se disparan debido a problemas de suministro, demanda de IA y geopolítica, perjudicando las ganancias tecnológicas y retrasando los productos.