Amazon Device Price Hikes Show The AI Memory Squeeze Is Reaching Homes
Amazon has raised prices on Echo, Fire TV, Kindle and eero devices, showing how AI-driven memory demand is beginning to ...
Tag: memory chips
Samsung Memory Warning Shows AI Chip Shortage May Last Into 2028
Samsung says memory supply could tighten further in 2027 and remain constrained into 2028 as AI data centres absorb more ...
CXMT Surges 470% As China Bets Big On AI Memory Chips
China's CXMT surged about 470 percent in its Shanghai debut, turning DRAM memory into one of the hottest AI infrastructure ...
ASML Raises Its 2026 Outlook Again As AI Chip Demand Keeps Surging
ASML has raised its 2026 outlook again as AI demand keeps driving orders for advanced chipmaking equipment.
IBM’s Weak Q2 Warning Shows How AI Chip Spending Is Reshaping Enterprise Tech
IBM's weak preliminary Q2 numbers show how the AI infrastructure boom is changing enterprise technology spending patterns.
Smartphone Shipments Hit Their Weakest Q2 Since 2013 As Memory Costs Bite
Counterpoint says global smartphone shipments fell 11% year-on-year in Q2 2026, hitting the lowest second-quarter level since 2013 as memory ...
AI Spending Is Starting To Look Like An Inflation Story, Not Just A Tech Story
The AI boom is no longer just about smarter chatbots or faster chips. New analysis suggests AI demand is starting ...