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The global chip shortage crisis started in the second quarter of 2020 during the Covid-19 lockdowns around the world, and it continues to be an ongoing problem. During 2020, the de...
Demand driven by artificial intelligence will keep conditions tight beyond calendar year 2027, said CEO Sanjay Mehrotra.
Currys boss Alex Baldock said AI and data centres are eating up the world supply of silicon, meaning less is left for mobile phones and laptops.
Memory shortage now a ‘full-blown demand issue’ for the smartphone market, says Counterpoint senior analyst Shilpi Jain. Read more: Smartphone shipments down 11pc after sustained c...
The AI-driven DRAM shortage is rippling beyond smartphones to routers, smart home devices, and consumer electronics as HBM production consumes memory manufacturing capacity.
For Cai, a trader in Shenzhen’s vast Huaqiangbei electronics hub, the business of assembling computers for gamers and corporate clients has suddenly become dramatically more expens...
Comments by CEO C.C. Wei suggest production capacity remains a key bottleneck in the buildout of global computing infrastructure.
Ever-rising demand for compute due to AI, coupled with supply issues, is turning chipsets into a “quasi-commodity”, according to Orbis Investment Management portfolio manager Alec...
Tech prices are climbing as AI-driven chip shortages raise costs for Apple, Microsoft and others, with higher prices hitting iPads, laptops, Xbox consoles and phones.
TSMC CFO Wendell Huang todl the BBC that inflation is driving up costs and did not rule out price increases, a warning with real implications for the phones, laptops, and AI servic...
The increasing need for memory chips to power artificial intelligence data centers could lead to dramatic price hikes in U.S. consumer goods and disrupt supply chains, groups repre...
Over 20 chip manufacturers announce second price hikes in 2026, with AI-specific MLCCs surging 3-10x and delivery lead times extending to mid-2027.
The shift to AI-grade memory chips by major manufacturers could lead to prolonged consumer tech price hikes and market accessibility issues. The post Samsung, Micron, SK Hynix sque...
Apple on Thursday announced an increase in prices for Macs and iPads, citing a memory chip shortage brought on by the artificial intelligence boom. The Cupertino, California-based...
By Rob Sabo A shortage of memory chips for smartphones due to chip manufacturers shifting priorities to support the artificial intelligence (AI) boom led to the lowest level of glo...
The AI-driven memory chip shortage could lead to sustained higher consumer electronics prices, impacting affordability and market dynamics. The post Memory-chip shortage drives up...
If you’re in the market for a new Apple device later this year, you should prepare yourself for a price increase. That’s not speculation—it’s coming right from CEO Tim Cook’s mouth...
Memory companies have been allocating an increasing share of their production to AI data centres, leaving the consumer electronics segment with constrained availability and rising...
The chip shortage has sparked a secondhand tech boom.
Maggie Eastland / Bloomberg: Letter: chip sector group SEMI, including Micron and Samsung, warns Scott Bessent US policies affecting prices or production capacity would worsen the...
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