Usually, companies like Apple are largely to blame. The memory market is said to be an oligopoly on the supply side, but Apple's low pricing and poor margins led to a halt in industry investment. In fact, there were reports in my country, Korea, that SK Hynix was cutting back on electricity usage.(during the downcycle, that is.)
The problem is that while AI has increased memory consumption and brought an upcycle, during the downcycle, mega-buyers like Apple caused various issues, and the production equipment that was scaled back during that time is now leading to supply shortages in the upcycle [1]. Apple fans probably won't admit it, though.
Here's a question for the VP:
"Are memory manufacturers a tight oligopoly engaging in tacit price collusion?"
Usually, companies like Apple are largely to blame. The memory market is said to be an oligopoly on the supply side, but Apple's low pricing and poor margins led to a halt in industry investment. In fact, there were reports in my country, Korea, that SK Hynix was cutting back on electricity usage.(during the downcycle, that is.)
The problem is that while AI has increased memory consumption and brought an upcycle, during the downcycle, mega-buyers like Apple caused various issues, and the production equipment that was scaled back during that time is now leading to supply shortages in the upcycle [1]. Apple fans probably won't admit it, though.
[1] https://9to5mac.com/2026/06/25/micron-exec-suggests-apples-a...
Save your time, has Zero details on the DRAM shortages and price hikes.
This is the Micron top signal.