AI companies’ need for a once obscure and affordable type of microchip threatens to drive up prices of all electronics—and ...

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

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 ...

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.

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% ...

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.

AI-driven RAM shortage could extend into late 2027 due to structural supply constraints. Sandisk surged 44% in early 2026 while Micron and Western Digital gained 15% and 13%, respectively. Micron ...

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

Memory stocks are the place to be as artificial intelligence continues to push up chip demand over the next decade, according ...

As AI demand drives prices up, CXMT is overcoming Washington’s curbs to take on Micron and South Korean leaders.