tech
Elon Musk agrees with Tim Cook: The memory shortage is unprecedented
Elon Musk said soaring memory costs are the "biggest price jump in anything I've ever seen" and that the solution is "MUCH higher production."
TL;DR
- Elon Musk agrees with Tim Cook that the memory shortage is unprecedented, describing the price jump as the biggest he's ever seen.
- The AI boom is a primary driver of the memory chip shortage, increasing demand from hyperscalers and data centers.
- Consumer electronics companies are facing higher costs due to memory shortages and are passing these onto consumers through price increases.
- Apple and Microsoft have already raised prices on various products, including MacBooks, iPads, and Xbox consoles.
- Musk believes the solution is significantly higher production to address the 'insane' production shortfall relative to demand.
- Tesla, under Musk's leadership, is concerned about supplier output limiting chip availability for its AI ambitions.
- Tesla is involved in the Terafab joint project to build a chip production facility that combines logic, memory, and advanced packaging.