AI companies’ need for a once obscure and affordable type of microchip threatens to drive up prices of all electronics—and ...
Investing.com-- Automakers are likely to face renewed cost pressures and potential supply disruptions as a global shortage of ...
Honda has postponed the reopening of a plant in China and manufacturers of consumer electronics are warning of price ...
UBS highlighted that S&P Global Mobility has been flagging potential shortages specifically in DRAM, which carries “$25–150 content per vehicle.” According to the report, disruption risk “could start ...
US chipmaker Micron has announced it's buying a Powerchip Semiconductor (PSMC) facility in Taiwan to boost computer memory ...
The latest IDC numbers reveal healthy shipment rise in Q4 2025, but the situation could look vastly different in 12 months ...
Micron says the AI-driven memory-chip shortage is worsening and may last beyond 2026, boosting MU/NVDA supply chain focus.
Micron (MU) stock jumps 8% as global memory shortage persists, fueled by soaring AI chip demand and strategic U.S. and Taiwan ...
Benefits could ‘cascade across the entire value chain’, as demand outstrips supply of the computer memory hardware Read more at The Business Times.
Lionel Laurent is a Bloomberg Opinion columnist writing about the future of money and the future of Europe. Previously, he was a reporter for Reuters and Forbes. The Senkaku Paradox describes how ...
Top artificial intelligence researchers in China are now saying something that goes against the upbeat headlines of the past ...
A political spat between China and Taiwan could further threaten the global supply of computer chips amid a shortage that's leading to manufacturing delays. Taiwan is home to the Taiwan Semiconductor ...