Dossier
TF International Securities
Coverage of TF International Securities in the Nexus archive.
- 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.