Dell says DRAM, NAND shortages persist and nearly all leading-node products are constrained
Beth_Kindig · x · 2026-09-09
Dell ($DELL) executives said supply constraints remain unchanged: "DRAM, DRAM, DRAM, followed by NAND, NAND, NAND," plus spotty CPU and disk drive shortages. Going down the supply chain, just about every product built on a leading node is constrained — a key signal for AI infrastructure players like NVIDIA, AMD, Broadcom, and Micron.
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