DRAM supply is on track to cover only 60 percent of demand by end-2027, according to Nikkei Asia, with SK Group's chairman warning the shortage could persist until 2030. The gap reflects a structural mismatch between surging AI-driven memory demand and the multi-year lead times required to bring fabrication capacity online. Samsung, SK Hynix, and Micron, the three dominant memory producers, are all expanding, but virtually none of that new capacity reaches production before 2027 at the earliest, and much of it will slip to 2028. SK Hynix opened a new fab in Cheongju in February, the only meaningful output increase among the three for 2026. Nikkei's analysis puts the required production growth rate at 12 percent annually across 2026 and 2027 just to approach demand. At current trajectories, that threshold will not be met. Buyers across data center, consumer electronics, and automotive segments should expect constrained supply and elevated pricing to remain the baseline condition through the decade's end.
Apple has raised MacBook and iPad prices in India by 20% to 42%, citing a sharp surge in memory chip costs driven by AI data centre demand. Micron, the leading memory supplier, reported 86% gross margins, confirming that supply pressures have fundamentally shifted component pricing across the consumer electronics
India's central government will take a 1-2% stake in AI unicorn Sarvam once its $300 million funding round closes, converting compute subsidies provided under the IndiaAI Mission into equity. The move sets a precedent for how the government accounts for public support given to homegrown AI startups.
Apple announced iOS 27 at WWDC 2026, featuring a redesigned Siri as a standalone app with chat history, apps launching up to 30 percent faster, and a refined Liquid Glass interface. A developer preview is live now, with public release expected around September 2026.
Apple's WWDC 2026 keynote unveiled a fully redesigned Siri and confirmed iOS 27 alongside updates for iPadOS, visionOS, watchOS, and macOS. The Siri overhaul is the most strategically significant move, targeting a competitive gap with Google and Microsoft in AI assistants.
