Home Technology AI-led DRAM supply crunch reportedly has Morgan Stanley downgrading major OEMs ... Technology AI-led DRAM supply crunch reportedly has Morgan Stanley downgrading major OEMs — skyrocketing memory prices could erode server and PC margins By - November 17, 2025 22 0 FacebookTwitterPinterestWhatsApp Apple apparently gets a pass for planning ahead. Source: 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 RELATED ARTICLESMORE FROM AUTHOR The first microprocessor was not Intel's 4004, it was a secret 8x faster chip inside the F-14 Tomcat Star Wars is finally returning to the big screen, but can Disney get it right this time? Apple loses iPhone Air designer to unnamed AI startup LEAVE A REPLY Cancel reply Please enter your comment! Please enter your name here You have entered an incorrect email address! Please enter your email address here Save my name, email, and website in this browser for the next time I comment.