Hardware companies including Apple Inc. and HP Inc. are under pressure, as their need for expensive memory components becomes ...
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.
Morning Overview on MSN
Apple and chip gear stocks rocked by 'crisis' in surging memory prices
Surging prices for memory chips have flipped the script on the semiconductor trade, rewarding pure-play storage makers while battering the very consumer brands that depend on them. Apple and the ...
MU surged 239% in 2025 as AI-driven memory demand accelerated. However, strong financials, HBM momentum and low valuation ...
Micron CEO Sanjay Mehrotra said last month he expects memory markets to remain tight past 2026. The company's shares gained a ...
Hardware giants like Apple, HP, and Dell face a "crisis" as soaring memory chip prices, driven by unprecedented demand and a ...
AI is driving demand and higher prices for DRAM and NAND into 2026. Products using non-volatile memories to replace NOR and SRAM in embedded applications are growing.
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