Leading global technology leaders, including Elon Musk and Tim Kuk, are raising alarms regarding an approaching global crisis in the semiconductor industry.
The Operative Information Center-OMM, citing foreign media, reports that a critical shortage of memory chips (DRAM) has begun to impact corporate profits, disrupt strategic plans, and drive up prices for a wide range of products, from laptops and smartphones to electric vehicles and data centers.
Industry experts project that the situation will deteriorate further in the coming months. Since the beginning of 2026, Tesla, Apple, and dozens of other major corporations have signaled that the DRAM deficit is actively restricting production capacities.
Apple CEO Tim Cook warned that this supply chain bottleneck will lower the profitability margins of iPhone production. Meanwhile, Elon Musk described the challenge as difficult to resolve, stating that Tesla might be forced to construct its own dedicated memory fabrication plants to ensure future stability.
The global semiconductor industry is currently experiencing extreme volatility, with many retailers and intermediaries forced to update prices daily in response to the tightening supply. This crisis underscores the vulnerability of global high-tech manufacturing to component shortages. Historically, such imbalances in the semiconductor market are driven by rapid advancements in artificial intelligence and the increasing electronification of the automotive sector, which have significantly outpaced the current global production capacity for high-performance memory modules.
