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Kuo: the memory supply-demand gap will widen through 2027, with

Kuo: the memory supply-demand gap will widen through 2027, with an estimated 15%-20% of 2026 consumer electronics capacity shifting to data centers in 2027

▌Start with my latest industry checks: The pressure on Apple has shifted from soaring memory costs to a widening supply gap.

Source: Ming-Chi Kuo · Opens in new tab