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A shortage of memory chips, driven by the global race to build artificial intelligence systems, is pushing up costs across the consumer electronics supply chain.
Retailers of laptops and smartphones are absorbing that upstream pressure, and the shortage carries the added risk of limiting the availability of finished products on shelves.
The dynamic shows how demand surging at the AI infrastructure level can reach all the way to the consumer retail aisle.
How AI Competition Tightens Memory Supply Memory chips are a shared input across very different product categories.
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