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.
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 ...
Once a commoditised component, memory has become the most critical bottleneck in the AI era, with rising prices reshaping the ...
The memory giant projected an operating profit of 20 trillion won for the final quarter of 2025, a significant improvement from a year earlier.
Samsung Electronics and SK hynix face surging demand as Apple, Google, Microsoft, Nvidia and Amazon scramble for DRAM amid a global memory chip shortage.
And we're unlikely to see supply improve until 2027 at the earliest.
Consumers face significant price increases for smartphones, televisions and laptops as a global memory chip shortage drives.
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.
Memory price increases are significantly affecting consumer electronics, with smartphones and notebooks facing the greatest ...
Once cheap and plentiful, Dynamic Random Access Memory (DRAM) along with other data-storage memory chips is now in short supply.
The rapid expansion of artificial intelligence has triggered a profound shift across the global semiconductor industry, ...
Micron says the AI-driven memory-chip shortage is worsening and may last beyond 2026, boosting MU/NVDA supply chain focus.