AI Boom Triggers Global Memory Chip Crisis as Tesla, Apple Face Production Constraints

Feb 17, 2026
Bloomberg.com
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Summary

Unprecedented global memory chip shortage triggered by AI boom forces major corporations including Tesla and Apple to face severe production constraints and profit compression, while soaring prices across consumer electronics, automobiles, and data centers signal a deepening crisis as DRAM supply fails to meet explosive demand.

Key Points

  • AI boom creates unprecedented global memory chip shortage as DRAM supply fails to meet surging demand from tech companies
  • Major corporations including Tesla, Apple, and others report production constraints and profit compression due to memory chip bottleneck
  • Memory chip shortage drives prices soaring across consumer electronics, automobiles, and data centers with crisis expected to worsen

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