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 ...
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 ...
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 ...
Nasdaq

Micron's AI Memory Chip Business Is Booming

Memory chip manufacturer Micron (NASDAQ: MU) was slow to embrace the high-bandwidth memory (HBM) chip market. HBM is critical for artificial intelligence accelerators, providing the massive ...
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 ...
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 ...