"AI 칩플레이션, 데이터센터 넘어 실물경제로 확산" 모건스탠리 경고

The AI-driven memory chip shortage has evolved from a data center problem into a structural economic disruption affecting consumer pricing, cloud costs, and manufacturing margins across industries. Big tech companies' long-term supply contracts are consolidating chip access, leaving traditional manufacturers and consumers competing for limited alternatives with sustained pricing pressure. This supply chain reordering represents a multi-year challenge that government subsidies alone cannot rapidly resolve, reshaping the global semiconductor ecosystem.