AI’s memory hunger is reshaping the chip market — driving up costs for everyone

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A global shortage of memory chips has turned one of the most invisible parts of the technology supply chain into its most powerful choke point, forcing even the world’s biggest technology companies to queue up and negotiate in person.

Senior procurement executives from global technology firms have been travelling to Seoul and staying for extended periods near chipmaker facilities to negotiate allocations directly with Samsung Electronics and SK hynix — a situation some in the industry have begun referring to, informally, as “DRAM…



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AI’s memory hunger is reshaping the chip market — driving up costs for everyone


A global shortage of memory chips has turned one of the most invisible parts of the technology supply chain into its most powerful choke point, forcing even the world’s biggest technology companies to queue up and negotiate in person.

Senior procurement executives from global technology firms have been travelling to Seoul and staying for extended periods near chipmaker facilities to negotiate allocations directly with Samsung Electronics and SK hynix — a situation some in the industry have begun referring to, informally, as “DRAM…



Source link

Disclaimer

We strive to uphold the highest ethical standards in all of our reporting and coverage. We StartupNews.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It’s possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.

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