The AI frenzy is driving a new global supply chain crisis

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• The memory price surge is significant but Nvidia has secured substantial supply

  80% confidence

• SK Hynix is receiving requests for memory supplies from so many companies they're worried about handling all of them

  80% confidence

• Caramon's monthly sales increased from $500,000 to $800,000-900,000 since September

  80% confidence

• In hindsight, one could say the industry was caught off-guard

  80% confidence

• The AI build-out is colliding with a supply chain that cannot meet its physical requirements

  80% confidence

• Realme could be forced to lift handset prices by 20% to 30% by June 2026

  80% confidence

• The steep increases in memory costs are unprecedented since the advent of smartphones

  80% confidence

• The cost of storage is something all manufacturers must completely absorb with no way to transfer it

  80% confidence

• Prices of advanced and legacy memory will rise by 30% through Q4 2025 and possibly another 20% in early 2026

  80% confidence

• The memory shortage has now graduated from a component-level concern to a macroeconomic risk

  80% confidence

• SK Hynix told analysts that the memory shortfall would last through late 2027

  80% confidence

• OpenAI's Stargate project requires about double current global monthly HBM production

  80% confidence

• Many customers have been asking Winbond for help with one requesting a six-year long-term agreement

  80% confidence