DT already warned about component availability issues for the end of the year in connection with Q2. I don’t remember if it was specifically RAM memory, but in the big picture, it’s the same problem; data centers (indirectly AI) are absorbing all components, and large buyers are steamrolling the smaller ones. They have been solving the problem for a longer time, and the impact has not been particularly significant, as far as I understand, but sales on the Medical side are apparently lagging because of this. DT has increased its inventories during the year due to availability challenges, which is one reason why cash flow has been sluggish. As for costs, this is not a problem, as far as I understand; a more widespread price increase would be required there.
I would assume there is nothing new negative here, but I need to find out if this has developed as expected or gotten even worse.