- Analyst Ming-Chi Kuo has added to the prevailing pessimism around the RAM crisis
- Of RAM destined for consumer electronics in 2026, an "estimated 15 – 20% is expected to shift to data centers in 2027, and that share could grow"
- Apple is trying to maneuver to use a big Chinese chip maker to shore up its RAM supply lines, we're told
Another negative sentiment has been aired about the RAM crisis, as a prominent leaker and analyst has underlined that data centers will consume even more consumer memory supply next year – and that Apple may look to China for help shoring up its RAM stocks.
