Memory stocks extended a strong rally on Monday, propelling a sustained streak of gains amid predictions of an AI-driven memory shortage. Earnings from Sandisk, Micron, Seagate Technology, and Western ...

"My view is the memory chip shortage is mainly because of the increased demand for AI workloads. AI workloads require advanced memory chips, including HBM or high bandwidth memory chips," he said.

A supply crunch and rising prices in the memory chip market are expected to continue through 2027, according to a leading semiconductor industry executive, underscoring concerns that the AI-driven ...

There's a new memory chip shortage and its effects are likely to reach consumers faster than expected. As you probably guessed, the chip shortage is driven by AI. New AI data centers are being built, ...

The "AI Tax" is an informal term used to describe the extra cost consumers may end up paying because of the global AI boom.

Every time Henry publishes a story, you’ll get an alert straight to your inbox! Enter your email By clicking “Sign up”, you agree to receive emails from ...

While the stock market has spent the last two years obsessed with logic chips and GPUs, a significant shift is occurring in the hardware sector. The compute trade, which represents betting on the ...

A.I. companies are buying up memory chips, causing the prices of those components — which are also used in laptops and smartphones — to soar. Falcon Northwest, which specializes in assembling ...

SAN FRANCISCO >> As the global memory chip shortage hits the smartphone market, a key question is echoing from Silicon Valley to Shenzhen: Will Apple raise prices, or sacrifice profit to gain new ...

Memory chip shortages will pressure smartphone supply this year. Qualcomm is already seeing some OEMs pull back on orders. The good news is that the premium portion of the market could be more ...