Dell's Chief Operating Officer, Jeff Clarke, addresses the ongoing RAM shortage, emphasizing the company's primary objective: securing supply. Despite the current challenges, Clarke remains optimistic, advocating for the procurement of the required components. However, the situation is complex, as the three major RAM manufacturers, Micron, SK Hynix, and others, are facing their own supply chain issues. Micron has reportedly been discontinuing consumer-grade RAM, while SK Hynix is sold out until the new year. This shortage has led to significant price increases, impacting PC gaming and smartphone production. The article also mentions the broader implications of the RAM shortage, including its influence on AI companies' plans for a new internet and the potential of AI-generated content in advertising. Despite these challenges, Dell's focus on supply acquisition remains steadfast, as Clarke asserts, 'our focus is get supply.'
