At CES 2026, sleek new laptops dazzled—but soaring memory costs driven by AI chip demand threaten to make everyday PCs ...

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

The memory shortage could last into 2027, but this stock is priced like it won't.

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 ...

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

Micron hits record AI-driven revenue, but peak-cycle pricing, rich valuation, and $20B FY2026 CapEx raise oversupply risk.

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. Francesca Fontana: Hey listeners, it's Saturday, December 20th. I'm Francesca ...

Global smartphone shipments may decline 2.1 per cent next year as a shortage of memory chips drives up costs and squeezes ...

AI data center demand is diverting DRAM and NAND supply, pushing up prices for cameras, storage, PCs, and creative workflows ...

Nvidia has been the biggest beneficiary of the artificial intelligence revolution so far, but another chip stock may be about ...

Micron (MU) stock jumps 8% as global memory shortage persists, fueled by soaring AI chip demand and strategic U.S. and Taiwan ...