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 ...
At CES 2026, sleek new laptops dazzled—but soaring memory costs driven by AI chip demand threaten to make everyday PCs ...
Major vendors are scrambling to expand production, but the scarcity of general-purpose memory chips is forecast to continue ...
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.
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 ...
Commerce Secretary Howard Lutnick is warning memory chipmakers that skipping US investment could mean duties up to 100%. If ...
Flash-memory stocks have started 2026 on a tear—but trying to catch the rally could be a risky move.
The world is heading towards its most severe memory chip shortage in decades, with the explosive growth of datacentres set to ...
The companies that make RAM and flash memory chips are enjoying record profits because of the AI-induced memory crunch—and they’re also indicating that they don’t expect conditions to improve much if ...
As AI demand drives prices up, CXMT is overcoming Washington’s curbs to take on Micron and South Korean leaders.
Memory stocks are the place to be as artificial intelligence continues to push up chip demand over the next decade, according ...