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.

In artificial intelligence (AI), especially within deep learning and large-scale data processing, maintaining memory coherence is critical. AI models often rely on extensive parallel processing, where ...

Forbes contributors publish independent expert analyses and insights. I am an MIT Senior Fellow & Lecturer, 5x-founder & VC investing in AI News broke yesterday that Micron Technology is shaking ...

As AI companies snap up memory chips, smartphone and PC makers face higher costs and tighter supply. IDC projected a 2026 contraction of the global smartphone market of up to 5.2%, and up to a 8.9% ...

A tech analyst claims that HP told the Bank of America that it's considering buying memory chips from China to help alleviate ...

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 a surge in their ...

While Nvidia's GPUs remain in high demand, rising competition could begin decelerating the company's growth sooner than investors realize. Micron's specialization in memory solutions for chips should ...

Memory chip prices are rising rapidly due to growing AI and server demand. Suppliers are shifting production to high-profit ...