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.

Companies making memory chips and storage drives are seeing huge demand, but won’t rapidly boost production, even with severe ...

Digital storage and memory enable all of our consumer devices and applications, whether running on a local device or from the cloud. My next blogs will look at various digital storage products and ...

Memory chipmaker Micron Technology Inc. reported strong fourth-quarter earnings and revenue today and followed with guidance that came in well ahead of expectations, sending its stock higher in ...

This is the last of my blogs on the 2025 CES in Las Vegas. In this blog I will talk about meetings with Phison, Weebit Nano, Seagate Technology and OWC. I also discuss my meetings with Ambiq, Alexera ...

Micron stock at $315 as Bernstein raises target to $330. Memory shortage drives pricing power with tight supply lasting through 2026 and beyond.

Data storage stocks soared after Nvidia CEO Jensen Huang, speaking at the Consumer Electronics Show in Las Vegas on Monday, highlighted the artificial intelligence industry’s huge demand for memory ...

SHENZHEN/SHANGHAI, May 9 (Reuters) - Huawei's latest high-end phone features more Chinese suppliers, including a new flash memory storage chip and an improved chip processor, a teardown analysis ...

Chipset architecture used to be split into two main chips: the Northbridge for fast stuff like the CPU and RAM, and the ...