news analysisJun 29, 20265 mins
Apple’s ongoing problems with RAM shortages and higher prices won’t be solved anytime soon, because rapidly accelerating demand for high-end AI memory is devouring the consumer electronics industry.
GoPro has already warned it might go out of business — and the scale of the crunch has prompted analysts to call it an “absolute existential crisis” for smaller tech firms.
An endless night
The whole issue might get worse. Noted Apple analyst Ming-Chi Kuo believes the supply/demand crisis will deepen through 2027. He expects up to 20% of the remaining memory manufacturing capacity currently going to consumer electronics could be diverted to feed data centers in the coming year. That’s a message of doom to smaller firms, and the Android market will be eaten up.
