#chip-fabrication

#chip-fabrication

Since the start of 2026, Tesla Inc., Apple Inc. and a dozen other major corporations have signaled that the shortage of DRAM, or dynamic random access memory - the fundamental building block of almost all technology - will constrain production. Cook warned it will compress iPhone margins. Micron Technology Inc. called the bottleneck "unprecedented." Musk got to the intractable nature o f the problem when he declared Tesla is going to have to build its own memory fabrication plant.