Memory Crunch Will Spark "Tsunami-Like Shock" On Global Smartphone Shipments

Memory Crunch Will Spark "Tsunami-Like Shock" On Global Smartphone Shipments Readers have been briefed on the emerging global high-bandwidth memory (HBM) supply crunch, driven by soaring data center demand. We have tracked the progression of this theme for months through what seem to be almost weekly developments, ranging from notable institutional research desks and industry insiders to more recent warnings from electronics device companies about looming shortages and price spi...

By Tyler Durden