Ming-Chi Kuo:

Kuo: the memory supply-demand gap will widen through 2027, with an estimated 15%-20% of 2026 consumer electronics capacity shifting to data centers in 2027  —  ▌Start with my latest industry checks: The pressure on Apple has shifted from soaring memory costs to a widening supply gap.

Ming-Chi Kuo:

Kuo: the memory supply-demand gap will widen through 2027, with an estimated 15%-20% of 2026 consumer electronics capacity shifting to data centers in 2027  —  ▌Start with my latest industry checks: The pressure on Apple has shifted from soaring memory costs to a widening supply gap.

Source: TechMeme
Source Link: https://www.techmeme.com/260629/p4#a260629p4