The global memory shortage is affecting Apple's online accessory products, with some external storage products made by third-party companies such as SanDisk and LaCie either selling out or unavailable online. The shortage of memory chips is largely attributed to the expansion of data centers and the needs of companies deploying AI technology. This could impact the prices of smartphones and other products over the next two years. As cars become more like rolling computers, the need for memory in electric vehicles is expected to increase significantly.