Micron And 6 Chip Stocks Surge As AI Data Explosion Breaks The Memory Market

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.
CNBC

A 'seismic' Nvidia shift, AI chip shortages and how it's threatening to hike gadget prices

The AI infrastructure buildout is creating shortages of components including various types of chips. Prices of some components like advanced memory have surged. These pieces of hardware also are ...
Mercury News

Tech firms from Dell to HP warn of memory chip squeeze from AI

(Bloomberg/Debby Wu, Dina Bass and Yoolim Lee) — Dell Technologies Inc., HP Inc. and other tech companies are warning of potential memory-chip supply shortages in the coming year due to soaring ...

As Memory Chip Prices Soar On Relentless AI Demand, Consumer Electronics Makers Feel The Squeeze: Chip Stocks Soar

Demand from AI data centers has led to a surge in memory chip prices, taking a toll on sales, margins of leading consumer electronics makers.
Reuters

Exclusive: SK Hynix expects AI memory market to grow 30% a year to 2030

SEOUL/SAN FRANCISCO, Aug 11 (Reuters) - South Korea's SK Hynix (000660.KS), opens new tab forecasts that the market for a specialized form of memory chip designed for artificial intelligence will ...