Quick Answer

The shortage and price increase affecting RAM, SSDs, NVMe drives, GPUs and some motherboards is not caused by one missing component, one government policy or one secret monopoly arrangement.

The principal cause is a major change in how semiconductor manufacturing capacity is being used. AI data centres now consume enormous quantities of high-bandwidth memory, server DRAM, enterprise SSD storage, advanced processors and semiconductor packaging. Large cloud and AI companies place high-value, long-term orders that are more predictable and profitable than normal consumer orders.

Manufacturers have therefore allocated more production capacity, investment and engineering resources to AI and enterprise products. This has reduced the production flexibility available for consumer DDR4, DDR5, NAND flash, graphics memory and other PC components.

Other factors—including earlier production cuts, long factory-expansion timelines, advanced-packaging constraints, product-generation transitions, trade restrictions, tariffs, regional inventory practices and market concentration—make the situation worse.

Therefore, the most accurate conclusion is:

Consumer hardware is not being completely ignored, but it has become a lower-priority market whenever the same manufacturing resources can serve larger, longer and more profitable AI or enterprise contracts.

There is evidence of strategic capacity allocation and strong pricing power. However, publicly available information does not prove that the present shortage is an illegal cartel or coordinated “monopoly game.”

Complete Article

Is There Really a Global Shortage of All Computer Components?

Not every RAM module, SSD, graphics card or motherboard is unavailable everywhere. The word “shortage” can describe several different market conditions:

• A product is physically unavailable.
• Popular models are available only in limited quantities.
• distributors receive fewer units than they ordered.
• Supply exists, but only at substantially higher prices.
• Older or lower-margin models are discontinued.
• Supply is reserved for large OEM, server or data-centre customers.
• Products are available globally but delayed in a particular country or distribution channel.

This distinction is important. RAM and NAND flash have experienced genuine supply pressure. High-end GPUs have faced both manufacturing constraints and exceptional demand. Motherboard shortages are more commonly model-specific, platform-specific or regional rather than evidence that the entire motherboard industry has stopped producing consumer boards.

The Main Cause: AI Data Centres Have Changed Semiconductor Demand

Modern AI infrastructure requires much more than a GPU.

An AI server may need:

• Multiple high-performance GPU or AI accelerators
• Several stacks of high-bandwidth memory
• Large quantities of DDR5 server memory
• High-capacity enterprise SSDs
• Advanced networking controllers
• High-speed optical communication equipment
• Complex printed circuit boards
• Advanced semiconductor packaging
• Powerful CPUs, power supplies and cooling equipment

The rapid construction of AI data centres has therefore increased demand across several connected supply chains simultaneously.

In October 2025, SK Hynix stated that customer demand had already secured its entire 2026 production capacity for DRAM, HBM and NAND. The company also reported that inventories of DDR5 were extremely low and that newly produced chips were being shipped immediately. It specifically connected the situation to AI infrastructure investment and the movement toward long-term supply contracts. Reuters

This is strong evidence that the shortage is not merely a rumour created by retailers. Large portions of future output have been commercially committed before the products reach ordinary distribution channels.

Why High-Bandwidth Memory Affects Normal RAM

High-bandwidth memory, or HBM, is used next to high-performance AI accelerators. It is not the same product as a normal DDR4 or DDR5 desktop memory module, but the two products share parts of the broader DRAM manufacturing ecosystem.

HBM production is more demanding because it involves:

• Multiple DRAM dies stacked vertically
• Through-silicon vias connecting the dies
• More testing and assembly steps
• Advanced packaging
• Stricter quality and thermal requirements
• Lower usable output when defects occur
• Greater wafer consumption for an equivalent amount of finished memory capacity

When a memory manufacturer increases HBM production, it cannot always increase conventional DRAM output at the same time. Production equipment, cleanroom space, wafers, engineers, testing systems and capital investment are limited.

SK Hynix acknowledged that the shift toward HBM was constraining conventional DRAM output and that total production would remain limited while demand continued to grow. Reuters

Therefore, AI companies do not literally purchase the DDR5 kit intended for a desktop computer. Instead, their orders influence how manufacturers use the factories and resources that could otherwise produce more conventional memory.

Are Manufacturers Prioritising High-Margin Customers?

Yes—but that statement requires proper context.

Semiconductor factories are extremely expensive. Manufacturers naturally prefer orders that offer:

• Higher profit margins
• Large committed quantities
• Multi-year purchase agreements
• Predictable demand
• Lower retail marketing expenses
• Reduced risk of unsold consumer inventory
• Strategic relationships with major cloud and technology companies

A clear example occurred when Micron announced that it would withdraw its Crucial consumer-branded RAM and SSD products from retail channels by February 2026. Micron said the decision would help it support larger strategic customers in faster-growing segments. The company also linked the decision to accelerating AI data-centre demand. Reuters

This does not mean every manufacturer has abandoned consumers. It does show that at least one major memory producer explicitly chose to redirect business resources toward larger enterprise and AI customers.

The user’s suspicion is therefore partly correct: high-margin, large-volume orders are influencing production priorities. However, this is better described as commercial capacity allocation than proof of an organised attempt to create an artificial shortage.

Why Manufacturers Cannot Simply Produce More Chips

Building semiconductor capacity is not comparable to adding another ordinary assembly line.

A new fabrication plant may require:

• Billions or tens of billions of dollars
• Several years of planning and construction
• Specialised lithography and deposition equipment
• Stable electricity and ultra-pure water
• Cleanroom infrastructure
• Highly trained engineers
• Government and environmental approvals
• Extensive process qualification
• Customer validation
• Acceptable manufacturing yields

Even after a factory building is completed, manufacturers cannot immediately produce commercially usable chips at full volume. The production process must be calibrated, yields must improve, and products must pass reliability testing.

Rapid expansion also carries a financial danger. The memory industry is highly cyclical. If companies construct too much capacity and demand later falls, the market can return to oversupply, heavy discounting and major financial losses.

This history makes manufacturers cautious about adding capacity solely in response to a temporary price increase.

How Earlier Production Cuts Contributed

The present shortage did not begin only with the latest AI boom.

During the earlier memory downturn, manufacturers faced weak consumer demand, excess inventory and falling DRAM and NAND prices. They reduced output and limited investment to restore a healthier balance between supply and demand.

That strategy was financially understandable. However, when AI demand accelerated faster than expected, the industry had less spare capacity available.

The sequence can be summarised as follows:

1. Consumer electronics demand weakened.
2. Memory inventories increased.
3. DRAM and NAND prices fell.
4. Manufacturers reduced production and capital expenditure.
5. AI and data-centre demand then accelerated.
6. Existing capacity was redirected toward enterprise products.
7. Conventional consumer supply became tight.
8. Large customers reserved future output through long-term contracts.
9. Retail buyers faced reduced selection and higher prices.

This combination explains why manufacturers cannot restore low-cost consumer supply immediately.

Why SSDs and NVMe Drives Are Affected

An important technical correction is necessary:

NVMe is a communication protocol, not a type of memory chip.

Most consumer NVMe drives are SSDs that use NAND flash memory and communicate through PCI Express using the NVMe protocol. SATA SSDs and NVMe SSDs may use similar NAND flash even though their controllers, interfaces and performance are different.

An SSD typically contains:

• NAND flash memory
• An SSD controller
• Firmware
• Power-management components
• A printed circuit board
• Sometimes a separate DRAM cache
• Packaging and supporting electronic components

The main cost and capacity factor is generally NAND flash. Therefore, when NAND supply becomes tight, both SATA and NVMe SSD prices can be affected.

AI infrastructure also creates large amounts of data that must be stored. Enterprise SSDs are required for datasets, vector databases, model checkpoints, retrieval systems, caching and inference workloads.

SanDisk reported that its data-centre revenue increased by 64% sequentially in its fiscal second quarter of 2026, driven by AI infrastructure builders and organisations deploying AI at scale. SanDisk investor release

Kioxia has similarly identified rapidly growing data creation and continuing demand for high-performance, high-density enterprise storage. Kioxia NAND industry report

Consequently, NAND manufacturers have a commercial incentive to direct newer and higher-value output toward enterprise SSDs rather than aggressively expanding low-cost consumer drives.

Is an SSD Controller Shortage the Main Cause?

Controller, power-management IC and substrate shortages can affect particular SSD models. However, there is no evidence that one universal controller or small electronic component explains the entire RAM-and-SSD market situation.

The broader causes are:

• Tight NAND supply
• Enterprise SSD demand
• Controlled capacity expansion
• Product-generation transitions
• Large forward contracts
• Regional channel inventory
• Higher packaging and logistics costs

Why GPUs Remain Expensive or Difficult to Obtain

Consumer graphics cards and AI accelerators are different products, but they compete within interconnected supply chains.

Both can require:

• Advanced TSMC or Samsung fabrication processes
• High-quality semiconductor wafers
• Advanced packaging capacity
• Memory chips
• Package substrates
• Testing capacity
• High-performance printed circuit boards
• Power-delivery components
• Cooling equipment

AI accelerators can produce far more revenue per unit—and often more revenue per allocated wafer—than consumer gaming GPUs. This gives chip designers and their manufacturing partners a strong incentive to prioritise data-centre products.

TSMC has stated that AI demand was continuing to outpace available supply. Reuters

In March 2026, Broadcom also reported that TSMC capacity had become a bottleneck and that constraints extended into areas such as printed circuit boards. Customers were increasingly using supply agreements lasting several years to secure capacity. Reuters

Does HBM Directly Cause Gaming GPU Shortages?

Not completely.

Most consumer gaming graphics cards use GDDR6 or GDDR7 memory rather than HBM. Therefore, it would be inaccurate to claim that every gaming GPU shortage is directly caused by HBM.

However, indirect competition exists through:

• Memory-manufacturer capital spending
• Wafer allocation
• Advanced process-node capacity
• Packaging resources
• Engineering attention
• Substrate and PCB availability
• The financial priority given to data-centre products

Some GPU shortages are also launch-related. Demand for a newly released high-end graphics card can exceed the initial quantity shipped to retailers. For example, Nvidia warned before the RTX 5090 and RTX 5080 launch that stock-outs could occur because of significant demand. The Verge

Therefore, GPU availability can be affected by both genuine supply limitations and product-launch strategy. Retail mark-ups, scalping and distributor bundling may then magnify the visible price increase.

Is There Really a Motherboard Shortage?

The motherboard situation is less straightforward.

A motherboard contains many components, including:

• CPU chipset
• Printed circuit board
• Voltage-regulation components
• Network and audio controllers
• USB and storage controllers
• BIOS flash memory
• Capacitors and inductors
• Connectors and sockets
• Wi-Fi modules on selected models

A shortage of one required part can delay a particular motherboard even when most other components are available.

However, evidence does not support treating every motherboard as globally unavailable. MSI was reportedly on track to ship more than 10 million motherboards during 2025, supported by demand for newer AMD and Intel platforms. Tom’s Hardware

This means a customer may experience a shortage of:

• One chipset
• A particular price range
• Older DDR4 boards
• A specific CPU socket
• A certain brand or model
• Boards imported by one regional distributor

That should not automatically be interpreted as a worldwide motherboard manufacturing shortage.

Motherboard availability can also decline when expensive RAM, CPUs or graphics cards reduce the number of complete PCs being assembled. Manufacturers and distributors then order fewer boards, especially entry-level or older models. The customer sees fewer choices, but the cause may be reduced channel demand rather than an inability to manufacture motherboards.

Component-by-Component Cause Summary

Component	Main supply pressure	AI impact	Is a single spare part responsible?
RAM	DRAM capacity, HBM allocation, DDR generation transitions and long-term server contracts	Very high	No
SATA SSD	NAND capacity, enterprise storage demand and controlled production growth	High	Generally no
NVMe SSD	NAND supply plus controllers, firmware and PCIe product transitions	High	No universal component
Consumer GPU	Advanced-node capacity, GDDR memory, substrates, product allocation and launch demand	High but partly indirect	No
AI GPU	Advanced logic chips, HBM and advanced packaging	Extremely high	Several bottlenecks
Motherboard	Chipset/model availability, PCB capacity, platform transitions and regional ordering	Moderate and indirect	Sometimes model-specific
Complete PC	Combined cost of RAM, storage, CPU, GPU and distribution	High	No

Are Raw Materials Responsible?

Raw materials can create vulnerabilities, but they are not the sole explanation.

Semiconductor manufacturing depends on:

• Silicon wafers
• Copper
• Photoresists
• Specialty gases
• Gallium and germanium for selected applications
• Rare-earth materials
• High-performance glass fibre
• Package substrates
• Chemicals and ultra-pure materials

China introduced restrictions affecting gallium, germanium and antimony exports to the United States. The direct ban was later suspended until 27 November 2026, but broader licensing controls remained. Reuters

These controls can increase prices, lead times and uncertainty for certain semiconductor, optical and industrial products. They do not, however, explain the entire worldwide shortage of ordinary RAM modules and consumer SSDs.

For those products, manufacturing-capacity allocation and demand growth remain more direct causes.

Have Government Policies Caused the Shortage?

Government policies have influenced the market, but no single government decision caused every shortage.

United States Export Controls

The United States has restricted the export of selected advanced processors, HBM products and semiconductor-manufacturing technology to China.

These restrictions can:

• Change which GPU models may be sold in China
• Force manufacturers to create region-specific products
• Produce sudden order cancellations or reallocation
• Limit Chinese access to advanced manufacturing equipment
• Encourage stockpiling
• Increase compliance expenses
• Redirect supply between countries

These policies are especially important for advanced AI accelerators. Their influence on ordinary consumer RAM and SSD availability is more indirect.

Chinese Material Export Controls

China’s restrictions and licensing requirements for strategic materials have exposed vulnerabilities in global mineral-processing supply chains. These policies can increase costs and create regional shortages, although their effects vary by material and end product.

Tariffs

Tariffs normally affect the importer’s cost. They may raise the retail price of completed computers, circuit boards, cooling systems, power supplies and other imported products.

TSMC’s chief executive explained that tariffs do not directly apply to TSMC as an exporter but can raise costs for importers and ultimately affect product prices and demand. Reuters

Tariffs should therefore be treated primarily as a pricing and regional-distribution factor, not the fundamental reason that global memory-fabrication capacity is tight.

Semiconductor Subsidies

Government programmes in the United States, European Union, Japan, South Korea, India and other countries are intended to expand domestic semiconductor manufacturing.

These programmes may improve supply-chain resilience over the long term. They cannot produce immediate relief because new fabrication plants require years to build, equip, qualify and operate at acceptable yields.

Is This a Monopoly Game?

The memory industry is highly concentrated, particularly in DRAM. A small group of companies—principally Samsung Electronics, SK Hynix and Micron—supplies most of the global DRAM market.

NAND flash has more major suppliers, including Samsung, SK Hynix/Solidigm, Kioxia, SanDisk, Micron and YMTC, but it is still a capital-intensive industry with relatively few manufacturers.

This market structure creates legitimate concerns because a limited number of companies have substantial influence over:

• Production growth
• Capital expenditure
• Product transitions
• Contract allocation
• Inventory discipline
• Consumer product availability
• Market pricing

However, three different ideas must not be confused:

1. Market concentration: A small number of companies controls most production.
2. Profit-focused allocation: Companies prioritise more profitable customers and products.
3. Illegal collusion: Competitors secretly coordinate supply or pricing.

There is strong evidence for the first two. Publicly available evidence cited in this article does not establish the third in relation to the present shortage.

Calling the situation an illegal monopoly or cartel without regulatory findings, internal documents or verified evidence would therefore be inaccurate.

A more defensible conclusion is that this is an oligopolistic and capacity-constrained market in which suppliers have gained pricing power.

Are Consumers Being Ignored?

Consumers have not been completely abandoned. Companies continue to manufacture laptops, desktops, gaming GPUs, motherboards, RAM and SSDs.

However, the consumer market faces several disadvantages:

• Consumer orders are smaller and less predictable.
• Retail competition previously pushed margins down.
• Entry-level products generate less profit.
• Consumer demand can change rapidly.
• Retail distribution requires marketing, packaging and support.
• AI companies can reserve large quantities through long-term contracts.
• Enterprise customers are often willing to pay more for guaranteed supply.

As a result, consumer demand may be served after strategic enterprise commitments have been secured.

The Micron Crucial withdrawal provides direct evidence that consumer operations can be reduced when manufacturers see better opportunities in AI and data-centre markets. Reuters

Therefore, saying that manufacturers are “ignoring consumers” is too absolute. Saying that consumers have become a lower commercial priority is supported by the evidence.

Why Prices in India May Rise More Than Global Prices

Indian buyers can experience additional pressure even when global supply begins improving.

Retail pricing in India may be affected by:

• Exchange-rate movements
• International component prices
• Freight and insurance
• Import and distribution costs
• Distributor inventory purchased at older prices
• Limited quantities allocated to the Indian channel
• Brand-specific importer arrangements
• Retailer stockholding
• Demand during product launches
• Delayed replacement of discontinued models

A global price reduction may therefore take time to appear in Indian distribution. Conversely, Indian prices may rise quickly if distributors expect replacement stock to cost more.

This is why it is useful to compare quotations from authorised distributors, online retailers and OEM system suppliers before concluding that a component is globally unavailable.

How to Identify a Genuine Shortage

A shortage is more likely to be genuine when:

• Multiple authorised distributors report allocation limits.
• Lead times increase across several brands.
• Manufacturers publicly acknowledge constrained supply.
• Contract and wholesale prices rise before retail prices.
• Similar products are unavailable across several countries.
• OEMs reduce specifications or delay shipments.
• Suppliers stop accepting new orders temporarily.

A local channel problem is more likely when:

• Only one retailer reports no stock.
• An old model has been discontinued.
• An importer has delayed placing a replacement order.
• Competing brands remain readily available.
• Only one capacity or colour variant is unavailable.
• Prices vary dramatically between nearby sellers.

Common Misunderstandings

“AI companies are buying all consumer RAM”

Not literally. AI companies mainly buy HBM, server DRAM and enterprise storage. Their demand affects consumer memory because manufacturers share investment, wafer capacity and other production resources across product families.

“NVMe memory is different from SSD memory”

NVMe is the protocol used to communicate with the drive. The storage medium in a typical NVMe SSD is NAND flash.

“Every GPU shortage is caused by HBM”

Incorrect. Consumer GPUs usually use GDDR memory. HBM primarily affects AI accelerators, although the broader prioritisation of AI products can indirectly constrain consumer GPUs.

“Motherboards are short because all semiconductor production moved to AI”

This is an oversimplification. Some motherboard models may be affected by PCB, chipset, controller or regional supply limitations. Other models may be intentionally produced in smaller quantities because consumer demand has weakened.

“High prices prove price fixing”

High prices can result from constrained supply, concentrated manufacturing, increased demand and profit-focused allocation. Price fixing requires evidence of prohibited coordination, not merely similar price movements.

What Could Improve the Situation?

Supply conditions may improve through:

• New DRAM and NAND fabrication capacity
• Higher manufacturing yields
• Expansion of advanced packaging
• Increased substrate and PCB production
• Additional competition from memory manufacturers
• Reduced AI infrastructure spending
• More efficient AI models requiring less hardware
• Transition to newer, higher-density memory processes
• Reduced stockpiling
• More predictable trade policies
• Expansion of semiconductor production across more countries

Relief may not affect every product simultaneously. HBM can remain constrained while certain consumer SSDs become more available. Similarly, entry-level GPUs may improve while flagship models remain difficult to obtain.

Practical Buying Advice for Consumers and IT Businesses

For RAM

• Purchase matched memory kits rather than mixing modules later.
• Check motherboard compatibility before buying.
• Do not purchase excessive capacity only because prices may rise.
• Compare DDR4 platform upgrade costs with a complete DDR5 migration.
• Avoid unknown memory brands with unclear warranty support.

For SSDs and NVMe Drives

• Confirm whether the system supports SATA, PCIe 3.0, PCIe 4.0 or PCIe 5.0.
• Compare warranty, endurance rating and controller quality—not only speed.
• Avoid buying an expensive PCIe 5.0 drive for a system limited to PCIe 3.0.
• Maintain proper backups regardless of the SSD brand.
• Prefer authorised sellers because counterfeit and relabelled storage products may increase during shortages.

For GPUs

• Compare the actual retail price with the manufacturer’s announced price.
• Avoid paying a large launch premium unless the purchase is urgent.
• Verify power-supply capacity, cabinet clearance and connector requirements.
• Compare complete-system quotations; OEM builders may have different GPU allocations.
• Do not assume that every expensive card is genuinely out of production.

For Motherboards

• Select the processor before selecting the motherboard.
• Confirm socket, chipset, BIOS version, RAM generation and form factor.
• Consider an equivalent model from another reliable manufacturer.
• Avoid discontinued boards unless warranty and BIOS support are confirmed.
• Check whether a claimed shortage affects the entire platform or only one distributor.

FAQ

Why has RAM become expensive?

RAM becomes expensive when DRAM demand exceeds available production, inventories become low, manufacturers allocate capacity toward HBM and server products, or older DDR generations are reduced before replacement supply becomes widely available.

Is AI the main reason for the current memory shortage?

AI is the most important new demand driver, but it is not the only cause. Earlier production cuts, limited fabrication capacity, long factory lead times, enterprise demand, product transitions and inventory policies also contribute.

Are manufacturers deliberately reducing consumer supply?

Manufacturers are deliberately deciding how to allocate limited capacity. Some have prioritised higher-growth enterprise and AI customers. That is different from proving that companies illegally created a shortage.

Why does HBM production affect ordinary DDR5 RAM?

HBM and conventional DRAM use related manufacturing resources. HBM requires complex stacked dies, testing and packaging and consumes substantial production capacity. Increasing HBM output can limit how quickly conventional DRAM production grows.

Why are SATA and NVMe SSD prices increasing together?

Both normally depend on NAND flash memory. When NAND prices or supply tighten, both product categories can become more expensive even though they use different interfaces.

Is NVMe a type of memory?

No. NVMe is a storage communication protocol. A typical NVMe drive is an SSD containing NAND flash memory.

Is there one chip missing from every SSD?

No. Particular SSD models may be delayed by controller or power-management components, but the broader market pressure is mainly connected to NAND supply, enterprise demand and production allocation.

Why are consumer graphics cards affected by AI?

AI accelerators and consumer GPUs compete indirectly for advanced fabrication capacity, packaging, substrates, memory investment and engineering resources. AI products also provide much higher revenue, making them commercially attractive.

Do gaming GPUs use HBM?

Most gaming GPUs use GDDR6 or GDDR7 rather than HBM. HBM is primarily used in AI and high-performance-computing accelerators.

Is the motherboard shortage global?

Not necessarily. Motherboard shortages are often limited to a particular chipset, CPU socket, brand, price range or regional distributor. Some manufacturers continued shipping large motherboard volumes while individual models remained difficult to obtain.

Have government policies caused computer-part shortages?

Trade restrictions, tariffs and material export controls have increased uncertainty and affected particular regions and products. They are contributing factors, but not the single global cause.

Is the semiconductor market a monopoly?

The DRAM market is better described as an oligopoly because a few large manufacturers dominate production. Market concentration creates pricing power, but it does not by itself prove illegal collusion.

When will prices become normal?

There is no reliable date for every component. Improvement depends on new factory capacity, AI demand, production yields, trade policy, inventory levels and manufacturer allocation decisions. Different products will stabilise at different times.

Final Recommendation and Conclusion

The current computer-component shortage is primarily a capacity-allocation and demand-imbalance problem, not the result of one missing spare part.

AI infrastructure has created exceptional demand for HBM, conventional server memory, enterprise SSDs, advanced processors, packaging, networking equipment and printed circuit boards. Large customers are using long-term contracts to reserve production, while manufacturers are directing investment toward products that offer higher margins and more predictable demand.

Earlier DRAM and NAND production reductions left the industry with limited spare capacity when AI demand accelerated. Advanced factories and packaging facilities cannot be expanded quickly, so the imbalance continues even while manufacturers invest billions in new production.

Government export controls, mineral licensing rules and tariffs add cost, uncertainty and regional disruption. However, they do not independently explain the entire shortage.

Market concentration also matters. A small number of memory and advanced-chip manufacturers controls a large part of global production, giving them considerable power over capacity growth and allocation. Nevertheless, current evidence supports commercial prioritisation and constrained capacity—not an unproven claim of illegal cartel activity.

For consumers and IT businesses, the safest approach is to distinguish a genuine global shortage from a temporary local or model-specific shortage, compare equivalent products across brands, avoid panic buying and purchase critical upgrades according to operational requirements rather than market rumours.

Authoritative References and Further Reading

• SK Hynix reports constrained DRAM supply and sold-out 2026 production — Reuters
• Micron exits the Crucial consumer business to support strategic customers — Reuters
• TSMC says AI demand continues to outpace supply — Reuters
• Broadcom identifies TSMC, PCB and related supply constraints — Reuters
• SanDisk fiscal Q2 2026 data-centre storage results
• Kioxia: State of the NAND Flash Industry and CapEx Efficiency
• China’s gallium, germanium and antimony export-control status — Reuters
• Nvidia’s warning about RTX 5090 and RTX 5080 stock-outs — The Verge

 

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