According to CEOs, we're only at the beginning of this madness:


SK HYNIX CEO $SKHYV : The worst chip shortage in history will occur in 2027, and the crisis will extend beyond 2030.
$INTC BOARD MEMBER : I spoke with major manufacturers; there will be absolutely no relief in the global chip market before 2028.
$ASML CEO : The crisis is not just about AI; satellites, autonomous vehicles, and robots are also consuming the chip supply.
$TSM CEO : Demand is at a level of utter madness; even with new US factories opening, the chips produced will not be enough for the world.
$NVDA CEO : The AI chip market is racing toward $1 trillion; every single part of the supply chain is short, and the crisis will last for years
MICRON CEO $MU : Due to past price pressures from customers, factories were built late, and we were caught unprepared for the AI boom without enough investment.
$META MANAGEMENT: Finding chips and managing costs is so difficult that we are tearing down and recycling RAM from our old servers
LENOVO MANAGEMENT : Data centers are swallowing up all the stock; as a tech world, we are currently living in the era of "RAMageddon."
Could there be a development that will change these perceptions?
SK Hynix-0.27%
SKHYV-0.98%
INTC-2.40%
ASML-0.38%
TSM-0.61%
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