Parts of the market are asking if we're already nearing peak tightness and margins in the memory chip space as the shortage ...

Hello, Reader. Micron Technology Inc. (MU) and elephants seem to have as little in common as, well, a semiconductor manufacturer and a several-ton land mammal. But they do share one common trait: ...

The world is seeing a full-blown RAM crisis in 2026 due to the hardware needed to power the AI boom. That spells trouble for ...

Smartphone and PC makers are facing supply-chain pressures from the new kid on the block: AI companies. Memory chips are crucial for the production of consumer devices (if you've ever bought a laptop, ...

Surging prices for memory chips have flipped the script on the semiconductor trade, rewarding pure-play storage makers while battering the very consumer brands that depend on them. Apple and the ...

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 ...

Tim Cook says Apple is starting to feel the impact of a global memory chip shortage.Ludovic MARIN / AFP via Getty Images The global memory chip shortage is catching up with Apple, Tim Cook says. The ...

Samsung Electronics Co. is considering a shift toward multi-year contracts for memory chips, a much longer timeframe than is ...

The intensifying memory shortage already has its winners. SK Hynix has raised its prices by as much as 70% compared to the final quarter of 2025. Micron has moved away from the consumer sector to ...