AI companies’ need for a once obscure and affordable type of microchip threatens to drive up prices of all electronics—and ...
Major vendors are scrambling to expand production, but the scarcity of general-purpose memory chips is forecast to continue ...
At CES 2026, sleek new laptops dazzled—but soaring memory costs driven by AI chip demand threaten to make everyday PCs ...
PC gaming is going to be in problem as data centers will consume over 70% of the memory chip production in 2026 and beyond.
Commerce Secretary Howard Lutnick is warning memory chipmakers that skipping US investment could mean duties up to 100%. If ...
The global memory chip shortage is deepening in early 2026, as relentless AI-driven demand strains supply chains and begins to reshape market winners and losers, Oxford Economics warns.
Micron says the AI-driven memory-chip shortage is worsening and may last beyond 2026, boosting MU/NVDA supply chain focus.
Micron director Mark Liu bought 23,200 of the memory chip maker’s shares on Tuesday and Wednesday. (Justin Sullivan/) ...
Micron hits record AI-driven revenue, but peak-cycle pricing, rich valuation, and $20B FY2026 CapEx raise oversupply risk.
As AI demand drives prices up, CXMT is overcoming Washington’s curbs to take on Micron and South Korean leaders.