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

Quick Read 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.

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 ...

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% ...

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.

Syracuse, N.Y. – While Micron Technology’s fortunes are soaring thanks to the explosion of artificial intelligence, the company has quietly become the world’s biggest producer of memory chips in cars ...

TL;DR: NVIDIA will supply only GPU dies without GDDR memory chips, forcing add-in-board (AIB) partners to source their own VRAM amid rising GDDR prices and shortages driven by AI demand. This shift ...

Carmakers are staring down another parts problem. The craze to build AI data centers is squeezing supplies of memory chips that vehicles depend on. Memory chip costs have more than doubled, UBS ...