AI memory chip shortage in 2026–27 could boost Micron (MU) and Sandisk (SNDK) earnings, impacting PC/smartphone prices.
Micron says the world is heading into a serious memory chip shortage that’s not going to fix itself literally anytime soon.
Micron, a global memory chip industry leader, reports an unprecedented shortage of memory chips due to the AI boom, impacting smartphone production and driving up costs.
Samsung is close to getting Nvidia’s approval for its new HBM4 memory for AI and high-performance computing.
Samsung co-CEO TM Roh has confirmed that the current memory chip shortage will mean more expensive smartphones this year.
Every year, at CES, chipmakers wax eloquent about their next big laptop chip. It’s an annual ritual that takes place like clockwork. They point out how a brand new slab of silicon will make ...
While AI-led demand is surging, chip-makers are also winding back spending on capacity, which is keeping prices elevated - Copyright AFP STR While AI-led demand is ...
Researchers in Italy have recently developed a new smart chip that could greatly reduce ...