Semiconductor News & Analysis Feed
14 articles
2026-07-05
news.google.com
2026-07-05
Quiver Quantitative
2026-07-04
tomshardware.com
2026-07-04
Jowi Morales
The AI-driven memory and storage chip shortage is driving OEMs towards Chinese chip manufacturers.
2026-06-30
www.z2data.com
2026-06-30
Z2Data
Unified risk visibility across parts, suppliers, compliance, and minerals: one integration, one workflow.
Autonomous agents surface risks before they become disruptions.
How AI demand is reshaping memory parts, availability, and pricing
DRAM prices jumped 172% year-over-year by Q3 2025 as AI data centers drove insatiable demand for high-bandwidth memory. Z2 examines the forces behind the squeez
2026-06-26
techeconomy.ng
2026-06-26
Techeconomy
Apple has increased the prices of several iPad, MacBook and smart home products after a surge in memory chip costs, saying it can no longer absorb the impact of an industry-wide supply squeeze driven by growing investment in AI data centres.
The price changes do not affect the iPhone, but they push the entry-level MacBook Neo to $699 from its launch price of $599. Apple said skyrocketing memory a
2026-06-26
news.ssbcrack.com
2026-06-26
SSBCrack
Home » Business » Apple Raises Prices on Macs and iPads Amid AI-Driven Memory Chip Shortage
Business
Apple Raises Prices on Macs and iPads Amid AI-Driven Memory Chip Shortage
By
News Desk
Last updated: June 25, 2026
3 Min Read
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Apple has announced a significant increase in the prices of its Mac and iPad product lines, largely attributed to a shortage of memory chips driven by the rapid expa
2026-06-22
digitimes.com
2026-06-22
AI-driven memory price spikes are presenting a challenge for Samsung's smartphone business, with rising component prices eroding the affordability of its budget phones. At the same time, Samsung is seeking to use its new AI features to encourage new device purchases as memory prices dampen smartphone sales globally.
2026-06-17
www.spglobal.com
2026-06-17
S&P Global
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2026-06-10
eetimes.com
2026-06-10
Pablo Valerio
IT departments find that purchasing servers and computers has become much more difficult because of surging memory prices and shortages.
2026-06-06
digitimes.com
2026-06-06
Phison Electronics CEO K.S. Pua said the company is moving beyond its roots as an IC component supplier and repositioning itself as a system solutions provider, warning that AI-driven memory shortages could become more severe in 2027 than in the second half of 2026.
2026-06-05
www.tomshardware.com
2026-06-05
Tom's Hardware
Tech Industry Artificial Intelligence
Industry coalition urges Trump administration to take urgent action as AI data centers' extreme memory consumption threatens other industries — AI-driven memory chip shortage could raise prices in automotive, medical, telecommunications sectors
News
By Etiido Uko published 2 days ago
Risks are emerging despite billions of dollars of US investment in domestic
2026-06-04
letsdatascience.com
2026-06-04
Let's Data Science
INFRASTRUCTURE
dram
hbm
micron
ai infrastructure
Micron Benefits From AI-Driven Memory Demand Surge
1 sources
|
June 4, 2026
6.8
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
QUICK SUMMARY
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According to a Seeking Alpha analysis published Jun 4, 2026, the author argues that Micron Technology is a frontrunner in the AI-driven memory supercycle as demand for DRAM and HBM pr
2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-05-11
letsdatascience.com
2026-05-11
Let's Data Science
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2026-05-07
finance.yahoo.com
2026-05-07
Yahoo Finance
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