Jan 22 (Reuters) - Global demand for smartphones, personal computers and gaming consoles is expected to shrink this year as ...

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

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

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.

Major vendors are scrambling to expand production, but the scarcity of general-purpose memory chips is forecast to continue ...

As AI demand drives prices up, CXMT is overcoming Washington’s curbs to take on Micron and South Korean leaders.

There’s only so much RAM to go around, and with data centers seen as the priority, smartphone and laptop makers may have to raise prices to compete. The stock prices of RAM and NAND manufacturers ...

Commerce Secretary Howard Lutnick is warning memory chipmakers that skipping US investment could mean duties up to 100%. If ...

The memory chip stocks have been really heating up to start the year, thanks in part to the AI-driven RAM shortage, which ...

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.