(Bloomberg/Debby Wu, Dina Bass and Yoolim Lee) — Dell Technologies Inc., HP Inc. and other tech companies are warning of potential memory-chip supply shortages in the coming year due to soaring demand ...
Memory can account for 10% to 20% of material costs in consumer-facing hardware like smartphones, according to Jeronimo. Last week, Hedgeye Risk Management said it had “less conviction” in Apple as ...