SEOUL, Jan 29 (Reuters) - Two of the world's top chipmakers warned on Thursday that computer and smartphone companies were set to bear the brunt of a worsening shortage of DRAM chips used in their products, as the makers prioritise demand for more lucrative chips required to build AI infrastructure.
The warnings by Samsung Electronics and SK Hynix, which control two thirds of the DRAM chip market and count the likes of Apple as customers, underscore growing margin pressure on consumer electronics makers and potential supply chain disruptions.
