팀 쿡, 메모리 공급난 장기화 경고…"애플 사업에 큰 영향"

The global memory shortage driven by AI infrastructure demand is now significantly impacting major consumer electronics players like Apple, signaling a shift where even tech giants must grapple with rising component costs. This trend suggests potential price hikes for high-end consumer devices and a strategic shift in how companies manage long-term supply chains and profit margins in the AI era.