RAM makers are taking on massive debt to keep up with AI's chip appetite
Adata, Apacer, and TeamGroup have collectively raised over $880 million through bonds and loans
Supply chain articles
NAND contract prices surge over 600% since September 2025, DRAM up ~400%
Great news for investors, bad news for virtually everyone else
The chip industry is booming again, but only for companies building AI infrastructure
Silicon wafer shipments jumped 13% last year, and AI data centers are taking nearly all of it
Chipmakers on track to meet only 60% of AI memory demand by 2027
AI is eating the memory market and relief is still years away
Memory card and flash drive pricing surges 120%, with some models spiking 260%
Now is not a good time to buy flash-based memory products
Microsoft just made its Surface laptops a lot more expensive
Surface Pro 13 and Surface Laptop now cost $500 more than in 2024
DDR5 prices drop nearly 30%, but memory costs are still far from normal
DRAM prices have jumped 20x since February 2025
PC market posts modest growth in early 2026 despite memory shortages and economic strain
IDC reports 2.5% growth as vendors push inventory ahead of rising component costs
Memory spiked first, CPUs followed, now PCBs could be the next victim of the AI boom
In a nutshell: The ongoing AI boom has already inflated the cost of memory, storage, and processors, with effects spilling over to electronics incorporating those components. The impact of AI data center expansion is not expected to subside anytime soon, and to make matters worse, the conflict between the US and Iran threatens to worsen supply chain disruptions while creating new ones.
Judge blocks Pentagon from labeling Anthropic a national security risk
Ruling finds Defense Department likely retaliated against the AI firm for criticizing military use of its technology
SK Hynix boss says the memory chip shortage is going to last until 2030
Things are going to get much worse, before they start improving
MSI plans to raise prices by up to 30% amid memory crunch
The company is hoping to profit on premium products and AI data centers
Drone strikes halt a third of the world's helium supply, threatening chip production
The outage at Qatar's Ras Laffan facility is testing contingency plans across the chip industry
Laptops could soon cost 40% more, and you already know why
CPUs can now be added to the growing list of components affected by the AI frenzy
Apple now assembles a quarter of iPhones in India, signaling major supply chain shift
India is becoming key iPhone hub as Apple moves more production from China
HP warns RAM now makes up 35% of the cost of building a PC
HP expects a double-digit drop in PC shipments
Apple is quietly assembling a US chip supply chain, one layer at a time
New fabs, wafer plants, and packaging campuses show Apple reshoring high-value silicon work while iPhone assembly stays overseas
Researchers uncover firmware-level backdoor installed on several Android tablet brands
A complex infection stemming from a supply chain attack
The Steam Deck is out of stock as the RAM crunch hits gaming hardware
Is Valve choosing to stock up on memory for its upcoming Steam Machine offering?
Raspberry Pi 4 variant gains second DRAM chip as memory shortage persists
In a nutshell: Raspberry Pi is one of many companies affected by the ongoing memory shortage fueled by the AI boom. As the DRAM industry shifts focus toward higher margin products for Big Tech's ambitious data center projects, the UK-based foundation has had to adjust chip configurations on its PCBs to prevent further supply issues.
Kioxia warns 1TB SSDs under $50 are a thing of the past
AI demand will keep memory prices high through 2027
Laptop makers have about a year of memory stock to ride out the RAM crunch, Intel says
OEM inventory buffers are buying the PC industry time
Samsung and SK Hynix are jacking up DRAM prices by as much as 70 percent
Hyperscalers and Big Tech are buying every memory chip they can
The battery boom is reviving US graphite mining after decades of dormancy
The US is betting on domestic graphite to reduce reliance on China
US-China chip tensions cool as new semiconductor tariffs are delayed until 2027
Trump administration maintains that China is practicing unfair trade