Memory shortage could cause the biggest dip in smartphone shipments in over a decade

IDC says phone makers will ship only 1.12 billion smartphones as compared to 1.26 billion last year.
Los Angeles Times

Apple and others hit by surging memory prices

Soaring prices for memory and storage components have turned companies like Sandisk Corp., Micron Technology Inc. and Western Digital Corp. into the hottest stocks in the market over the last year.
CNBC

Memory chip shortage to last through 2027, semiconductor boss says

Memory chips are a key component of artificial intelligence data centers. The boom in AI data center construction has caused a shortage of semiconductors, which are also crucial for electronics like ...
24/7 Wall St

Memory Chip Stocks are Red-Hot. Is it Too Late to Buy?

AI-driven RAM shortage could extend into late 2027 due to structural supply constraints. Sandisk surged 44% in early 2026 while Micron and Western Digital gained 15% and 13%, respectively. Micron ...

AI giants are hoarding memory chips, pushing prices to hyperinflation levels

A growing procession of tech industry leaders, including Elon Musk and Tim Coo,k are warning about a global crisis in the making: A shortage of memory chips is beginning to hammer profits, derail ...

AI is gobbling up the world’s memory chips, sending smartphone prices to record highs, report says

A global shortage in memory chips sparked by artificial intelligence has dealt a “tsunami-like shock” to the smartphone industry, pushing prices to all-time highs, according to a new report.