Reported about 10 hours ago
The AI chip surge is causing a supply shortage in less glamorous memory chips used in smartphones and servers, leading to panic buying and price spikes. Memory chip makers are reallocating production to respond to AI demands, resulting in what analysts are calling a 'super cycle'. As demand skyrockets and prices nearly triple in some cases, companies face pressure to pass on these costs to consumers amidst competition and tariff pressures. While the market for non-HBM chips is boosting stock prices for major manufacturers like Samsung and Micron, industry experts caution that this may be a classic shortage rather than a long-term boom.
Source: YAHOO