AI Infrastructure Supply Chain Bottlenecks Widen

Memory super-cycle continues: DRAM deficit warnings through 2028-2029, Samsung/SK Hynix sold out 2027 chips, wafer shortage emerging. Nvidia reportedly weighs lower-memory Rubin Ultra GPU designs to ease HBM bottleneck. Apple tests China's CXMT memory chips, adding geopolitical dimension. Physical AI data infrastructure (NdotLight) also sees niche investment.