Memory chip costs are up as AI companies gobble up the hot commodity. Consumer electronics companies like Dell and HP are ...
A week ago or so, I flagged a report claiming that CPUs about to become the next chip class walloped by an AI-instigated shortage and spiralling prices. Now another source is making essentially ...
A coalition of nine trade associations sent a letter to Treasury Secretary Scott Bessent and Commerce Secretary Howard Lutnick on June 3, 2026, warning that a memory chip shortage due to AI data ...
President Donald Trump’s ambiguous plans for 100% tariffs on computer chips that aren’t made in the U.S. are stoking ...
AI's rapid expansion increases demand for high-performance memory, especially HBM, leading to supply shortages and price hikes across the industry. Shifting focus to HBM fabrication risks causing ...
It’s nice to hide away in our little corner of the internet and talk tech, safely away from the turmoil of world events. Sometimes though, geopolitics intrude even into our space, and Reuters are here ...