Latest / International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How Memory Chip Shortages Are Reshaping Supply Chains
In this episode of International Business with Fexingo, Lucas and Luna dig into the 2026 memory chip shortage that is rattling tech giants like Apple, Microsoft, and NVIDIA — while crippling smaller hardware makers. They explore how the crisis emerged from a perfect storm of AI-driven demand spikes, geopolitical tensions in the Strait of Hormuz, and a concentration of memory production in South Korea and Taiwan. With South Korea's market down nearly 10%, Lucas explains why the memory shortage is both a vulnerability and a strategic opportunity for countries like the US, Japan, and India…
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