San Francisco, 27 June 2026 – The global memory-chip crunch is becoming a defining pressure point for the technology sector, with Apple, Microsoft and other large technology companies better positioned to absorb rising costs while smaller hardware and cloud players face a more difficult survival test.
The shortage has been driven by surging demand from artificial intelligence data centres, which require large volumes of memory, storage and high-bandwidth chips to support advanced computing workloads. As suppliers prioritise AI infrastructure customers, companies producing consumer devices, servers and enterprise hardware are facing tighter supply and sharply higher input costs.
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