The AI frenzy is driving a new global supply chain crisis
View original at finance.yahoo.comThe AI frenzy is driving a new global supply chain crisis By Hyunjoo Jin, Fanny Potkin, Wen-Yee Lee, Anton Bridge and Max A…
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Prices of advanced and legacy memory will rise by 30% through Q4 2025 and possibly another 20% in early 2026
80% confidenceThe AI build-out is colliding with a supply chain that cannot meet its physical requirements
80% confidenceSK Hynix told analysts that the memory shortfall would last through late 2027
80% confidenceOpenAI's Stargate project requires about double current global monthly HBM production
80% confidenceCaramon's monthly sales increased from $500,000 to $800,000-900,000 since September
80% confidenceThe steep increases in memory costs are unprecedented since the advent of smartphones
80% confidenceIn hindsight, one could say the industry was caught off-guard
80% confidenceThe memory shortage has now graduated from a component-level concern to a macroeconomic risk
80% confidenceRealme could be forced to lift handset prices by 20% to 30% by June 2026
80% confidenceMany customers have been asking Winbond for help with one requesting a six-year long-term agreement
80% confidenceThe memory price surge is significant but Nvidia has secured substantial supply
80% confidenceSK Hynix is receiving requests for memory supplies from so many companies they're worried about handling all of them
80% confidenceThe cost of storage is something all manufacturers must completely absorb with no way to transfer it
80% confidence