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 ...

Micron says the AI-driven memory-chip shortage is worsening and may last beyond 2026, boosting MU/NVDA supply chain focus.

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 ...

Micron Technology Inc. has delivered one of the starkest warnings yet about the strain artificial intelligence is putting on the global memory market, telling customers that supply will trail demand ...

Micron hits record AI-driven revenue, but peak-cycle pricing, rich valuation, and $20B FY2026 CapEx raise oversupply risk.

By Jaspreet Singh and Zaheer Kachwala Jan 22 (Reuters) - Global demand for smartphones, personal computers and gaming consoles is expected to shrink this year as companies from Britain's Raspberry Pi ...

On-package memory would've put Intel in a tough spot if not.

Global smartphone shipments may decline 2.1 per cent next year as a shortage of memory chips drives up costs and squeezes ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. Francesca Fontana: Hey listeners, it's Saturday, December 20th. I'm Francesca ...

Micron (MU) stock jumps 8% as global memory shortage persists, fueled by soaring AI chip demand and strategic U.S. and Taiwan ...

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.