The AI frenzy is driving a memory chip supply crisis

An acute global shortage of memory chips is forcing artificial intelligence and consumer-electronics companies to fight for ...
Mercury News

Tech firms from Dell to HP warn of memory chip squeeze from AI

(Bloomberg/Debby Wu, Dina Bass and Yoolim Lee) — Dell Technologies Inc., HP Inc. and other tech companies are warning of potential memory-chip supply shortages in the coming year due to soaring demand ...
Seeking Alpha

Micron said to invest $9.6B in AI memory chip production facility in Japan

U.S. memory chipmaker Micron Technology (MU) will invest 1.5T yen ($9.6B) to build a production facility in western Japan for chips to power AI computing, Nikkei Asia reported on Saturday, citing ...

Micron says memory shortage will ‘persist’ beyond 2026

Micron, one of the three biggest memory suppliers in the world, forecasts rough months ahead for the global RAM supply. As part of its earnings report released on Wednesday, Micron CEO Sanjay Mehrotra ...
TweakTown

NVIDIA stops bundling VRAM chips with GPU dies: tells AIBs to source their own GDDR chips

TL;DR: NVIDIA will supply only GPU dies without GDDR memory chips, forcing add-in-board (AIB) partners to source their own VRAM amid rising GDDR prices and shortages driven by AI demand. This shift ...
Digi Times

Commentary: Micron exits consumer memory market as structural chip shortage hits

Micron has announced it will exit its Crucial consumer product business, including SSDs and memory modules, with all shipments ending by February 2026. This move amid escalating memory supply ...
Computer Weekly

Chip makers warn of a looming shortage in DRAM and SSD

Chip manufacturers are warning of a shortage in DRAM, NAND and probably HBM memory chips because demand from cloud providers is outstripping supply. The problem is compounded by the Trump ...
Yahoo Finance

Micron Exits Crucial Consumer Memory Business to Focus on High-Growth AI Data Center Chips Amid Supply Shortage

Micron Technology Inc. (NASDAQ:MU) is one of the most profitable tech stocks to buy. On December 3, Micron Technology announced that it will exit its consumer memory business, including the sale of ...
ExtremeTech

Micron Announces End to Crucial SSDs and Memory, Goes All-in on AI Chip Production

Micron has announced the impending demise of one of the most iconic brands in desktop and laptop memory. Crucial SSDs and memory will no longer be sold by February 2026, as Micron pivots more of its ...
U.S. News & World Report

Micron to Invest $9.6 Billion in Japan to Build AI Memory Chip Plant, Nikkei Reports

Nov 29 (Reuters) - Micron Technology will invest 1.5 trillion yen ($9.6 billion) to build a new plant in Hiroshima in western Japan to produce advanced high-bandwidth memory (HBM) chips, the Nikkei ...
Bloomberg L.P.

Micron to Invest $9.6 Billion in Western Japan Plant: Nikkei

Micron Technology Inc. will spend ¥1.5 trillion ($9.6 billion) to build a plant in western Japan to make memory chips for artificial intelligence applications, Nikkei newspaper reported. The move ...