AI memory chip shortage in 2026–27 could boost Micron (MU) and Sandisk (SNDK) earnings, impacting PC/smartphone prices.

Micron, a global memory chip industry leader, reports an unprecedented shortage of memory chips due to the AI boom, impacting smartphone production and driving up costs.

Summary: To ring in 2026, our 24/7 Wall St. Analysts Eric Bleeker and Austin Smith are counting down 12 trends for AI ...

Micron says the world is heading into a serious memory chip shortage that’s not going to fix itself literally anytime soon.

This OS quietly powers all AI - and most future IT jobs, too ...

AI demand stays strong as memory makers and TSMC boost CapEx, extending orders into 2026-2027 with resilient spending. Check ...

PC maker Framework announced Monday its higher-memory desktops would see significant price hikes thanks to memory supply ...

The tie-in expands processing options for AI data centers, but leaves rival interconnect UALink out in the cold.

On top of that, memory companies like Micron are incentivized to reap scarcity-induced profits. In numbers, per Microns’ latest earnings, that translates to $10.8 billion in revenue from DRAM, which ...

Cheong Wa Dae stated on the 18th that regarding the U.S. Trump administration’s announcement of a presidential proclamation ...

Despite surpassing its average analyst price target, Micron’s forward valuation and memory bottleneck economics point toward ...