The AI race is causing a memory chip shortage — and that's bad news for the smartphone and PC industries

As AI companies snap up memory chips, smartphone and PC makers face higher costs and tighter supply — which could lead to ...

Memory loss: As AI gobbles up chips, prices for devices may rise

Demand for memory chips currently exceeds supply and there's very little chance of that changing any time soon. More chips ...
U.S. News & World Report

Analysis-Chip Crunch: How the AI Boom Is Stoking Prices of Less Trendy Memory

SEOUL (Reuters) -The global rush by chipmakers to produce AI chips is tightening supply of less glamorous chips used in smartphones, computers and servers, spurring panic buying by some customers and ...
TechSpot

New 2D memory chip could extend Moore's Law into the atomic era

The big picture: If successfully scaled to industrial production, these chips could extend Moore's Law into the atomic domain by enabling far greater component density without incurring unsustainable ...
Wall Street Journal

Memory-Chip Makers Boom Thanks to AI

That's the estimated revenue that DRAM, a major type of memory chip, will generate next year, a record haul and more than four times as much as in 2023, according to research firm TrendForce. The ...
Morningstar

Micron's stock gains as the memory-chip maker clears a high bar

Wall Street expected a beat-and-raise quarter from Micron, which indeed gave an outlook far stronger than what analysts were expecting as AI drives strong demand for memory chips Micron's stock was up ...
MarketWatch

Micron’s stock gains as the memory-chip maker clears a high bar

Micron Technology Inc. faced a high bar heading into its Tuesday afternoon earnings report, with the stock up 41% over the past month alone. And with shares rising 0.4% in the extended session, it ...