Apple CEO Tim Cook Flags 'Extreme Shortage' While DRAM ETF Smashes $25 Billion, Surging Over 170% Since L

A severe supply crunch in the memory chip sector has set off alarm bells for tech giants like Apple Inc.

(NASDAQ:AAPL), even as the Roundhill Memory ETF (BATS:DRAM) has shattered Wall Street records, crossing $25 billion in assets under management since its launch on April 2, 2026.

Tech Giants Squeezed By Supply The AI revolution is driving unexpected inflation in the hardware sector, with demand vastly outstripping supply.

Apple CEO Tim Cook characterized the current market dynamics as a "100-year flood," noting he has "never seen anything like it in any area in over 40 years." This environment has created an "extreme shortage" of critical memory components.

Consequently, tech leaders are facing massive input cost hikes, which are translating into consumer price increases on products like MacBooks and iPads.