Surging memory chip prices dim outlook for consumer electronics makers

By Jaspreet Singh and Zaheer Kachwala Jan 22 (Reuters) - Global demand for smartphones, personal computers and gaming ...

OpenAI Signs Another Deal With a Computer Chip Maker

The agreement with the start-up Cerebras is the latest in a series intended to expand the A.I. company’s computing power.

Micron And 6 Chip Stocks Surge As AI Data Explosion Breaks The Memory Market

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, Oxford Economics warns.
Los Angeles Times

Tech shares fall after Nvidia says new U.S. controls on exports of AI chip will cost it $5.5 billion

BANGKOK — Shares in computer chip makers slumped early Wednesday after Nvidia said tighter U.S. government controls on exports of computer chips used for artificial intelligence will cost it an extra ...
Wall Street Journal

Memory-Chip Makers Are Enjoying a Boom to Remember, Thanks to AI

SEOUL—The notoriously volatile memory-chip industry is entering an extended boom period thanks to artificial-intelligence business with the likes of Nvidia and OpenAI.