As AI companies demand more and more memory chips, consumer electronics companies face a shortage. Microsoft is raising Surface prices in the face of skyrocketing costs. Others may absorb costs at the ...
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. A ...
Chinese chip companies from SMIC to Hua Hong have reported record high revenue for 2025 with analysts projecting further growth. This has been driven by huge demand for semiconductors related to AI.
AI's rapid expansion increases demand for high-performance memory, especially HBM, leading to supply shortages and price hikes across the industry. Shifting focus to HBM fabrication risks causing ...