Apple's MacBook Air is in short supply worldwide because AI data centres have absorbed the memory chips consumer devices need. Samsung, SK Hynix and Micron have shifted wafer capacity to high-bandwidth memory, which earns far higher margins. Delivery dates on Apple's store now run into late August and September.

The AI datacenter buildout around the US has wreaked havoc across the entire consumer electronics industry. All of this newly...

You'll never guess what's reportedly causing the shortage.