Micron Technology is on a tear—and it was getting another boost on Friday, after one of the flash-memory chip maker’s board ...
South Korea’s SK Hynix is leaning into the memory-chip boom with a $13 billion plan to build a processor-packaging plant in ...
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.
At CES 2026, sleek new laptops dazzled—but soaring memory costs driven by AI chip demand threaten to make everyday PCs ...
Micron hits record AI-driven revenue, but peak-cycle pricing, rich valuation, and $20B FY2026 CapEx raise oversupply risk.
Hardware companies including Apple Inc. and HP Inc. are under pressure, as their need for expensive memory components becomes ...
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 ...
As AI companies snap up memory chips, smartphone and PC makers face higher costs and tighter supply — which could lead to higher prices for consumers.
The supply shortage of the RAM needed to build phones and PCs isn’t going away. But a few companies have a plan to solve it.
Sandisk, Western Digital, Seagate and Micron need to keep undershooting demand.
There's only so much RAM to go around, and with data centers seen as the priority, smartphone and laptop makers may have to ...