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While AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortage posing a major risk to the rally, says Nuvama.
The world's two largest memory chip companies vow to build more memory lab fabs as South Korea positions itself as an AI tech powerhouse country.
Memory companies have been allocating an increasing share of their production to AI data centres, leaving the consumer electronics segment with constrained availability and rising costs.
The price increases result from surging memory chip costs and short supply but there are still deals available if you know where to look.
Even Tim Cook couldn’t supply chain his way out of the RAM crisis. | Photo: Allison Johnson / The Verge As far as prices go, Apple is kind of a reverse canary in the coal mine. With its famously generous margins and immense purchasing volume, it can afford to ride out price fluctuations in its suppl
