Technology industry leaders, including Elon Musk and Tim Cook, have issued warnings: A global crisis is brewing, with the shortage of memory chips starting to impact corporate profits, disrupt production plans, and drive up prices for a wide range of products, from laptops and smartphones to automobiles and data centers—and the supply crunch is set to intensify further. Since the beginning of the year, over a dozen major companies, including Tesla and Apple, have hinted that the severe shortage of DRAM memory chips, used in nearly all tech products, will constrain production. Cook stated that this will squeeze iPhone's profit margins. Micron Technology described the shortage as 'unprecedented.' Musk even said that Tesla will have to build its own chip factory to avoid chip bottlenecks. The root cause of the tight memory chip supply lies in the wave of construction of AI data centers. Nvidia's AI chips require large amounts of high-bandwidth memory, occupying the available production capacity of the memory chip industry and leading to severe shortages in traditional areas such as mobile phones and personal computers. Bernstein semiconductor industry analyst Mark Li warned that memory prices are rising in a 'parabolic' manner. While this will bring substantial profits to Samsung, Micron, and SK Hynix, other sectors of the electronics industry will pay a heavy price in the coming months.
