Dossier
Ming-Chi Kuo
Coverage of Ming-Chi Kuo in the Nexus archive.
- The data center boom is making the memory shortage even worse
The memory shortage driving price hikes in consumer electronics is expected to worsen as data centers consume more capacity. Analysts predict 15-20% of memory allocated to consumer electronics in 2026 will shift to data centers by 2027, with companies like Meta, Google, and Amazon competing against Apple and Microsoft for limited supply.
- OpenAI is reportedly launching a phone for ChatGPT
OpenAI is reportedly launching a phone for ChatGPT, with mass production aimed to start in early 2027. The phone will run on a customized version of the MediaTek Dimensity 9600 chip. Supply chain analyst Ming-Chi Kuo shared details about the rumored phone.