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129 AI-led DRAM supply crunch reportedly has Morgan Stanley downgrading major OEMs — skyrocketing memory prices could erode server and PC margins

Tom's Hardware
Tom's Hardware · today 16:27 EDT

AI-led DRAM supply crunch reportedly has Morgan Stanley downgrading major OEMs  — skyrocketing memory prices could erode server and PC margins

Apple apparently gets a pass for planning ahead.

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