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The Register · November 6, 2026 · On the brief until November 20, 2026

Memory makers mint megabucks while buyers beg for mercy

Supply Chain & LogisticsElectrical EngineeringEconomics
THE AI ANGLE
Siphoning memory chip supply away from consumer devices into data centers

Surging demand for artificial intelligence hardware drove quarterly DRAM revenue up 369 percent despite bit shipments rising only four percent. Chipmakers shifted production to high-margin server parts, driving up consumer hardware prices and causing laptop and smartphone shipments to drop. Hardware designers and supply planners now face high memory costs and scarce inventory that could persist until new fabrication plants open in 2028.

Summary written by AI Business Lens with an AI model from the article at theregister.com. It is not the article, and the publisher has not reviewed it. For publishers.

THE TEACHING ANGLE
Instructors can explore how multi-year fab construction timelines allow memory suppliers to extract record profits by shifting production capacity away from consumer markets.

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