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Elon Musk wants to bring on 20 gigawatts of compute capacity. Here's what that could mean ...
The sector is seeing a huge boost in demand that may not slow anytime soon.
Over the past year, AI data center expansion has heightened demand in the United States for the most advanced high-bandwidth memory (HBM) chips, creating adverse effects across the broader memory chip ...
Surging AI demand is driving up memory chip prices and squeezing supplies available to consumer electronics makers. Morgan Stanley expects the crunch to push PC and smartphone inflation significantly ...
Commerce Secretary Howard Lutnick urged the iPhone maker to find other solutions to the AI-driven chip supply crunch.
A new stacking method promises far more bandwidth than today’s top memory chips.
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 ...
AI memory and chip stocks continued to be in red but Big Tech hyperscalers were the silver lining on Tuesday. Earlier in the day, South Korea’s Kospi Index had slumped about 10% from a record high.
The memory chips inside your car's touchscreen and safety systems cost automakers up to 100% more this year as AI data ...
Chip stocks around the world sold off sharply, the latest chapter in the monthslong jitters surrounding artificial intelligence, memory and chip stocks.
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