Jan 22 (Reuters) - Global demand for smartphones, personal computers and gaming consoles is expected to shrink this year as ...
AI companies’ need for a once obscure and affordable type of microchip threatens to drive up prices of all electronics—and ...
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.
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 ...
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Smartphone and PC makers are facing supply-chain pressures from the new kid on the block: AI companies. Memory chips are crucial for the production of consumer devices (if you've ever bought a laptop, ...
(Bloomberg/Debby Wu, Dina Bass and Yoolim Lee) — Dell Technologies Inc., HP Inc. and other tech companies are warning of potential memory-chip supply shortages in the coming year due to soaring demand ...
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 ...
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% ...