Tim Martin

So at some point, they'll be back in the market buying memory at these astronomical prices.

I mean, we've never seen price rises like this so quickly.

We've seen a seven-fold increase for the major types of memory just in the past 12 months or so.

Things have never skyrocketed like this before, and this is posing a new problem to companies.

We're unlikely to see any type of slowdown in these prices for years.

And this creates not just a short-term headache for these tech hardware companies, but sort of almost like an existential evolution that they'll have to think, how do we now compete against this new category of AI to get the really essential components we need?

These skyrocketing prices for the basic components for these products are translating into forecasts for lower sales.

Because their products are becoming more expensive, people are buying fewer of them, which means they have less margin or more pressure on their balance sheets.

This is a new type of threat to the supply chain that companies are really scrambling to try and figure out.

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