AI-led DRAM supply crunch reportedly has Morgan Stanley downgrading major OEMs — skyrocketing memory prices could erode server and PC margins

https://www.tomshardware.com/pc-components/ddr5/ai-led-dram-supply-crunch-reportedly-has-morgan-stanley-downgrading-major-oems-skyrocketing-memory-prices-could-erode-server-and-pc-margins