Evidence40%Reported
OpinionFinancial·March 23, 2026
Gurman: AI Chip Shortage Likely to Worsen Throughout 2026 and Possibly Beyond
Bloomberg's Mark Gurman warns that AI data center build-outs consuming NAND flash and memory chips will likely worsen throughout 2026, with manufacturers prioritizing enterprise contracts over consumer products.
Evidence Strength
Evidence40%Reported
Based on original reporting
Single publisher source
Insights
First tracked
March 23, 2026
Last updated
March 23, 2026
Sources
1 source
Related Developments
Apple Unveils M5 Pro and M5 Max Chips with New Fusion ArchitectureApple Launches MacBook Neo at $599, First Chromebook CompetitorRedesigned MacBook Pro with OLED, Touch Display, and Thinner Design Expected Later This YearGurman: AI Chip Shortage Drove MacBook Price Increases and Mac Studio RAM ReductionM5 Pro and M5 Max Chips Use Vertically-Stacked UltraFusion Die Architecture
Sources (1)
Source Timeline
Evidence Strength
Evidence40%Reported
Based on original reporting
Single publisher source
Insights
First tracked
March 23, 2026
Last updated
March 23, 2026
Sources
1 source
Related Developments
Apple Unveils M5 Pro and M5 Max Chips with New Fusion ArchitectureApple Launches MacBook Neo at $599, First Chromebook CompetitorRedesigned MacBook Pro with OLED, Touch Display, and Thinner Design Expected Later This YearGurman: AI Chip Shortage Drove MacBook Price Increases and Mac Studio RAM ReductionM5 Pro and M5 Max Chips Use Vertically-Stacked UltraFusion Die Architecture