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There's a new memory chip shortage and its effects are likely to reach consumers faster than expected. As you probably guessed, the chip shortage is driven by AI. New AI data centers are being built, ...

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. In a research note released Friday, ...

Standing beside an open car trunk on a side street in southern China’s tech hub of Shenzhen, Roy Luo runs a quick, practiced eye over the labels on a stack of NAND flash memory chips, the kind vital ...