Tech Companies Are Freaking Out About RAMageddon
If you've listened to the executives of big tech companies over the last couple of weeks, you wouldn't be wrong in thinking that the second half of 2026 is gonna hurt thanks to the competing demands for the facilities that manufacture components for consumer laptops, smartphones, external storage devices, gaming consoles and more.
"RAMageddon" -- the nom-de-crise attached to the current memory-supply shortage and resulting inflation -- is top-of-mind for everyone, but the shortages we're experiencing are really for anything created in a semiconductor fab. That's because fab resources have, are, or are expected to be reallocated toward whatever's ultimately the most profitable. Right now, that means anything critical to AI -- or anything with AI in the name. And that pressure carries all the way down the supply chain.
Which is why even Apple CEO Tim Cook noted the "availability of advanced nodes our SOCs...
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