Artificial intelligence is colliding with a hard physical limit: the energy it takes to move data on and off chips. Training ...
Micron hits record AI-driven revenue, but peak-cycle pricing, rich valuation, and $20B FY2026 CapEx raise oversupply risk.
The world has a memory problem, thanks to artificial intelligence. The explosion in AI-related cloud computing and data centers has led to so much demand for certain types of memory chips that now ...
AI has turned computer memory from a cheap commodity into the hottest ticket in the chip world, and the shelves are starting ...
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.
Micron (MU) plans a $20B U.S. fab expansion as AI-driven memory demand fuels stock gains and global chip shortages ...
The global race to build AI data centres is draining memory chips from the consumer market. From smartphones to laptops, a shortage of memory chips is leaving phone and computer makers in a tight spot ...
Engineers develop GaN semiconductors, liquid cooling systems and chiplet packaging to handle growing AI power demands in data ...