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Musk, Cook Warn of Memory Chip Crisis as Demand From AI Grows

Bloomberg Television | March 29, 2026



A growing procession of tech industry leaders including Elon Musk and Tim Cook are warning about a global crisis in the making: A shortage of memory chips is beginning to hammer profits, derail corporate plans and inflate price tags on everything from laptops and smartphones to automobiles and data centers — and the crunch is only going to get worse. Bloomberg’s Neil Campling explains.
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Written by Bloomberg Television

Comments

This post currently has 24 comments.

  1. @timetin

    March 29, 2026 at 1:16 am

    The crisis will be quickly fixed if some Counter Strike Gamers instead of planting at bomb site A and B target a few Tesla and other AI factories which dare suggest that some stupid machine computing needs can overrule human computing needs and break the information age.

  2. @비비RSB

    March 29, 2026 at 1:16 am

    Trump's declaration of "I will reclaim the Panama Canal"
    sparked concerns within the US political community and the US military about China's potential control of the Panama Canal. This is because the Chinese military could militarily block the two ports if necessary. US security experts have pointed out that the Chinese government could pressure these companies to block commercial and military cargo transport in the event of a sudden upheaval or war. If merchant ships or naval warships from the eastern US cannot use the Panama Canal to travel to the Indo-Pacific region, including Korea, Japan, Taiwan, and the South China Sea, they would have no choice but to bypass the South American continent.

    Daniel Lund, Senior Vice President of the Center for Strategic and International Studies (CSIS), a US think tank, noted, "While the Panamanian government controls the entire Panama Canal, the Chinese government could request Hong Kong companies to assist with military operations." Evan Ellis, a professor at the US Army War College, also expressed concern that "China could disrupt the Panama Canal in various ways, such as sinking ships or disrupting computer networks in the event of an emergency." There have even been calls in the US Congress for the US to regain control of two Chinese ports within the Panama Canal. Meanwhile, in his inaugural address on January 20th of last year (local time), US President Donald Trump declared that he would regain control of the Panama Canal from China.

  3. @NadineMurdock

    March 29, 2026 at 1:16 am

    ❤️❤️❤️❤️❤️ love you Elon I believe you when you say you didn't do the Epstein Island even though you wanted to go there I'm happy you didn't it wouldn't have been good for you stay true to yourself

  4. @altariusETI

    March 29, 2026 at 1:16 am

    Interesting to see the discussion linking AI related memory demand with supply dynamics.
    Do you view this as primarily a structural capacity constraint, or more a cyclical supply demand mismatch?

  5. @pureum1720

    March 29, 2026 at 1:16 am

    Used chips will become more expensive for some time- one way to make some extra cash- No memory chip maker will just expand, they know AI hype can tone down quite quickly…

    God bless us all!

    Numbers 6:24-26
    “The LORD bless you and keep you; The LORD make His face shine upon you, And be gracious to you; The LORD lift up His countenance upon you, And give you peace.”

    Jeremiah 29:11
    For I know the plans I have for you,” declares the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future.

    John 14:27
    Peace I leave with you; my peace I give you. I do not give to you as the world gives. Do not let your hearts be troubled and do not be afraid.

    John 3:16 For God so loved the world that he gave his one and only Son, that whoever believes in him shall not perish but have eternal life.

    James 1:5 If any of you lack wisdom, let him ask of God, that giveth to all men liberally, and upbraideth not; and it shall be given him.

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