Intel shares took a big hit Friday, dropping over 16% after the company warned about supply shortages and rising memory prices. The CFO mentioned that intense demand for AI infrastructure is driving up component costs, which is hurting their outlook. On the other side, this is good news for memory makers. Micron is up nearly 40% this year, and analysts at Citi think memory prices could jump another 40-50% this quarter due to the supply tightness. Looks like the bottlenecks are shifting gains from chipmakers to the component suppliers.