A boom of investment in artificial intelligence has led to an unforeseen problem: a shortage of the world's memory chip ...
Big names in the memory industry - Samsung Electronics, SK Hynix, and Micron Technology have been pressed into action to produce HBM for AI. The reallocation of manufacturing resources has resulted in ...
Phison's CEO, KS Pua, predicts the memory shortages will only worsen.
A growing procession of tech industry leaders, including Elon Musk and Tim Coo,k are warning about a global crisis in the making: A shortage of memory chips is beginning to hammer profits, derail ...
Facing soaring prices, the world’s biggest electronics companies are staring at a list of unpalatable responses.
Micron Technology Inc. (NASDAQ:MU) is one of the most profitable tech stocks to buy. On December 3, Micron Technology announced that it will exit its consumer memory business, including the sale of ...
Micron has shifted its focus from consumer DRAM to providing memory to AI data centers, leaving SK Hynix and Samsung as main consumer DRAM manufacturers. Micron says it still supplies LPDDR5 to PC ...
TL;DR: Micron is exiting its Crucial consumer SSD and RAM business by mid-2026 to focus entirely on AI-driven memory and storage solutions amid a global DRAM shortage. This shift will intensify ...
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 ...
The unrelenting demand from AI data centers has led to a dramatic surge in memory chip prices, taking a toll on the sales and margins of leading consumer electronics makers. With global AI capex ...
There has been growing reporting on rising global memory chip prices, driven by the reallocation of manufacturing capacity towards AI data centres and cloud infrastructure. Major memory manufacturers ...