Brittany Nguyen

AI is pretty directly responsible.

There's a lot of demand on the AI side because as these AI models are getting larger, they're able to answer more complex questions.

They depend on more memory to be able to, quote unquote, remember these conversations.

So there was a report earlier this year from Counterport Research that said prices had risen just between the last quarter of last year and the first quarter of this year, 80 to 90 percent.

there are some figures saying that prices have risen 171%.

There's three main memory chip makers, and they are Micron in the US, Samsung, and SK Hynix in South Korea.

And Samsung does make its own chips, and TSMC in Taiwan is a chip manufacturer as well.

These three companies have really benefited from this imbalance of supply and demand, again, because they

have a lot of pricing power in this environment.

And another thing that's impacting consumer electronics makers is that companies like Nvidia and Google and these AI chip makers who are driving all this demand, they can really afford to take on these price hikes, unlike consumer companies.

And this memory supply shortage is expected to last through this year, 2027, even maybe 2028, this crunch will last.

I'm not your father.

I'm not an old man.