# IDC

Type: Company

Source: Supply Chain Intelligence Brief — https://getsupplybrief.com/entity/idc
Canonical HTML page: https://getsupplybrief.com/entity/idc

## Recent coverage (2 stories)

### AI-Driven Memory Chip Crisis: A $650 Billion Supply Chain Choke Point
2026-03-09 00:10:50 · Sentiment: Negative · Impact: 8/10 · Sources: 2

A historic shortage of memory chips, fueled by a projected $650 billion surge in AI infrastructure spending, is threatening the profitability and timelines of tech giants like Apple and Tesla. With only three manufacturers capable of producing high-bandwidth memory (HBM), the industry faces a protracted supply crunch that could last well into 2027.
Full story: https://getsupplybrief.com/story/ai-memory-chip-shortage-supply-chain-crisis

### Memory Shortage to Trigger Historic 11% Slump in Smartphone Shipments
2026-02-27 14:39:03 · Sentiment: Negative · Impact: 7/10 · Sources: 2

A critical global shortage of memory components is projected to drive smartphone shipments down to 1.12 billion units this year, marking the steepest decline in over a decade. According to IDC data, the supply chain bottleneck is forcing major manufacturers to scale back production despite relatively stable consumer demand.
Full story: https://getsupplybrief.com/story/memory-shortage-smartphone-shipment-dip-2026

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