WS #13270
Apple faces MacBook Air stock shortages due to DRAM cost increases, while Samsung warns of severe memory shortages through 2027-2028, pressuring hardware margins. Amazon, Microsoft, and Alphabet gained nearly $1.5 trillion in market cap on strong cloud growth, while Apple and Meta lost value, highlighting divergent AI winners.
Memory chip crisis deepens, impacting hardware makers
Apple faces MacBook Air stock shortages due to DRAM cost increases, while Samsung warns of severe memory shortages through 2027-2028, pressuring hardware margins.
Amazon, Microsoft, and Alphabet gained nearly $1.5 trillion in market cap on strong cloud growth, while Apple and Meta lost value, highlighting divergent AI winners.