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The memory shortage shaking Apple and Microsoft is 'existential crisis' for smaller players

A global RAM shortage caused by AI data center demand is forcing electronics makers to raise prices. While giants like Apple and Microsoft pass costs to consumers, smaller firms face an existential threat. Experts suggest the crisis may persist for several years.

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What changed

Recent reports highlight the specific impact on small electronics firms and provide long-term price forecasts through 2030.

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  1. AI-Driven Memory Shortage Triggers Price Hikes and Small Firm Crisis

    A global RAM shortage caused by AI data center demand is forcing electronics makers to raise prices. While giants like Apple and Microsoft pass costs to consumers, smaller firms face an existential threat. Experts suggest the crisis may persist for several years.

    What's confirmed:

    • AI data center demand is driving a global RAM shortage.
    • Apple and Microsoft have raised prices on key devices to cover soaring memory costs.
    • Micron predicts the DRAM crisis will last until at least 2028.
    • The memory shortage is creating an existential crisis for smaller electronics companies.
    • Hardware manufacturers are raising prices for PCs and consoles due to chip costs.

    Still unconfirmed:

    • The cost of 8GB of Micron DRAM for Mono Technologies rose from $35 to roughly $300.
    confidence 90%