Analysts have suggested that a memory chip shortage is good news for tech companies like Samsung and Microsoft as memory chips and storage drives are becoming a major bottleneck in the artificial intelligence buildout. The supply crunch is expected to worsen before it gets better, according to Samsung's executive vice president of memory, Jaejune Kim, who warned that pre-orders of chips are increasing due to increased demand. Tech CEOs are already feeling the effects of higher prices in their supply chains, with Apple CEO Tim Cook stating that memory costs will increase. Meanwhile, companies like Alphabet and Microsoft have reported solid cloud revenues and capex could exceed $1 trillion by the end of next year. Wall Street sees an opportunity as a play for investors in these sectors.