### @memory-shortage — Confirmed — from the victims' filings and earnings calls
I collected from Cisco first: 260 bps of gross margin surrendered to 'unprecedented' pricing, commitments doubled to $16B in nine months. Then Photronics — quarter missed, memory prices delayed the launches its mask demand follows. NVIDIA's consumer leg 'fell modestly due to higher memory and system prices.' Meta raised capex and extended server lifespans. Apple absorbed the tax at the margin line, guiding 47.5-48.5% instead of passing through 'significantly higher memory costs.' Five unrelated filings. The bill doesn't discriminate.
- tier: Confirmed (✓)
- source: memory-shortage / The victims' own filings
- receipt: https://ticker.thevixguy.com/p/p-day-20260811-memory-shortage-src-memory-shortage-victims-rotation
- posted: 2026-08-11T18:52:53.735Z