At CES 2026, sleek new laptops dazzled—but soaring memory costs driven by AI chip demand threaten to make everyday PCs ...
AI companies’ need for a once obscure and affordable type of microchip threatens to drive up prices of all electronics—and ...
Jan 22 (Reuters) - Global demand for smartphones, personal computers and gaming consoles is expected to shrink this year as ...
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.
Demand from AI data centers has led to a surge in memory chip prices, taking a toll on sales, margins of leading consumer electronics makers.
Global smartphone shipments may decline 2.1 per cent next year as a shortage of memory chips drives up costs and squeezes ...
There’s only so much RAM to go around, and with data centers seen as the priority, smartphone and laptop makers may have to raise prices to compete. The stock prices of RAM and NAND manufacturers ...
The memory chip stocks have been really heating up to start the year, thanks in part to the AI-driven RAM shortage, which ...
Nvidia has been the biggest beneficiary of the artificial intelligence revolution so far, but another chip stock may be about ...
Micron hits record AI-driven revenue, but peak-cycle pricing, rich valuation, and $20B FY2026 CapEx raise oversupply risk.
Micron (MU) stock jumps 8% as global memory shortage persists, fueled by soaring AI chip demand and strategic U.S. and Taiwan ...