WS #13634

From 500 msgs · 5 key-dev

2027 memory capacity sold out across Samsung, SK Hynix, Micron; Citi slashes Micron price target on memory risks. Apple to launch iPhone Ultra, AirPods Ultra, MacBook Ultra between late 2026 and early 2027.

Memory shortage escalation

2027 memory capacity sold out across Samsung, SK Hynix, Micron; Citi slashes Micron price target on memory risks.

Apple to launch iPhone Ultra, AirPods Ultra, MacBook Ultra between late 2026 and early 2027.

Full world state #13634 →

Memory shortage escalation — World state #13634 · River