Newton Kitonga / parameter - TLDRs; Micron says AI-driven memory shortages could last well beyond 2026, pressuring near-term sentiment. High-bandwidth memory demand is crowding out supply for PCs, smartphones, and automakers. Massive US and Asia investments aim to rebalance DRAM and …
Back to Top / Monday, January 19, 2026, 1:20 am / permalink 18151 / 12 stories in 6 wks
Broadcom posts record AI-fueled quarter and unveils $10B buyback / 2 days
Nvidia commits $4 billion to accelerate advanced photonics for AI / 4 days
IDC warns smartphone sales could fall 13% in 2026 due to RAM shortage / 8 days
ASML boosts EUV light source to 1000W, targeting 50% more chips by 2030 / 11 days
Memory Price Surge Disrupts Tech Markets Amid Global Shortages / 22 days
ASML reports record chip equipment orders fueled by AI demand / 5 wks
SK Hynix posts record earnings in 2025 amid AI-driven surge / 5 wks
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