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.
According to the CEO of China's largest contract chipmaker, fears of a memory chip shortage have seen customers hold back on orders of other chips used in their products. Analysts say the supply ...
The world has a memory problem, thanks to artificial intelligence. The explosion in AI-related cloud computing and data centers has led to so much demand for certain types of memory chips that now ...
Micron reported strong results as demand for high-bandwidth memory (HBM) chips explodes. DRAM pricing is also strong as manufacturers prioritize HBM chips destined for AI accelerators. Investors ...
As AI companies snap up memory chips, smartphone and PC makers face higher costs and tighter supply. IDC projected a 2026 contraction of the global smartphone market of up to 5.2%, and up to a 8.9% ...
Samsung Electronics expects record Q4 earnings as an AI-driven memory chip boom lifts prices, profits and investor optimism.
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