BUSINESSBUSINESS INSIDER
The data center boom is making the memory shortage even worse
The memory shortage driving price hikes in consumer electronics is expected to worsen as data centers consume more capacity. Analysts predict 15-20% of memory allocated to consumer electronics in 2026 will shift to data centers by 2027, with companies like Meta, Google, and Amazon competing against Apple and Microsoft for limited supply.
Mentioned
Related Signal
Adjacent reporting
- Samsung says the RAM shortage could get even worse next year
- Expect more of those DRAM price hikes as memory shortage continues to bite
- Apple increases prices for Macs and iPads, blaming a shortage of memory chips
- Minister Vaishnaw expects more companies to start production of memory chips in India
- Apple to raise prices as memory chip costs surge
- Elon Musk agrees with Tim Cook: The memory shortage is unprecedented