Roku raises prices on all streaming devices by $10-$50 due to a global memory shortage, citing prioritization of AI demand over consumer electronics.
Worldwide PC shipments dropped nearly 5% to 68.2 million units, the first decline in two years, due to an AI-driven memory shortage expected to last until 2028. Despite falling unit sales, revenues are rising for manufacturers as prices increase.
China's CXMT is set for a 29.5 billion yuan IPO on Shanghai's Star Market. The memory chipmaker benefits from a global shortage driven by AI demand, reporting a 719% revenue jump in Q1. CXMT is securing orders from tech giants like Tencent and ByteDance, and Apple is lobbying for clearance to buy from them.
Apple has increased prices on several iPad and Mac products by up to $1,300 due to an ongoing memory shortage, as confirmed by CEO Tim Cook. However, iPhones, Apple Watches, and AirPods have avoided immediate price hikes, though future increases are anticipated for upcoming models like the iPhone 18 series.
Apple has increased prices for its Mac, iPad, and smart home lineups due to a worldwide memory shortage exacerbated by AI data center demand. The company cited unprecedented component price increases, with potential iPhone price hikes later this year.
Apple is planning price increases on its products due to an ongoing global memory shortage, driven by high demand for AI chips. CEO Tim Cook stated the hikes are 'unavoidable,' impacting even Apple, which was previously thought to be insulated.
SanDisk has released officially licensed PS5 NVMe SSDs, the Optimus GX PRO 850P, in capacities from 1TB to 8TB. The 8TB model costs $2,959.99, significantly higher than comparable Western Digital SSDs due to memory shortages.
Micron's market value tops $1 trillion as AI demand drives up shares 19%, with UBS tripling its price target to $1,625
Workers at the world's largest manufacturer threaten strike as global memory shortage intensifies.
GigaDevice and Biwin Storage shares surged following CXMT's record Q1 revenue and profit, driven by rising DRAM prices and expanding sales volumes. CXMT forecasts continued strong performance for the first half of 2026.
Samsung predicts the severe memory shortage driving up prices for phones and gaming handhelds will worsen through 2027, with supply falling far short of customer demand. The world's biggest RAM manufacturer warns the supply-to-demand gap will widen further next year, following earlier reports that the industry may not catch up until 2030. Complications could arise if Samsung fails to reach agreement with its labor union planning an 18-day strike starting May 21st.
Wall Street is optimistic about big tech companies and their data center construction plans, despite a memory shortage and the Iran war.
The AI-driven memory shortage is hitting Samsung's bottom line.
From fancy OLED TVs to robot vacuums with arms, we tend to cover a lot of cool stuff here at The Verge that, unfortunately, often costs as much as a month’s rent (or more). But with the ongoing tariff situation in the US and a global memory shortage pushing up the cost of, well, everything, we’re well aware that not […]
Nvidia, now the world's most valuable company due to AI demand, is shifting away from its gaming roots. The chipmaker that nearly went bankrupt in 1999 before gamers saved it with purchases of its GeForce 256 GPU now earns nearly all revenue from AI products. With operating margins of 69% in AI compute versus 40% in gaming graphics, and facing severe DRAM shortages, Nvidia is prioritizing high-margin AI chips like Hopper and Blackwell. Analysts predict 2026 may be the first year in three decades without a new GeForce generation, sparking anger among the gaming community who feel betrayed.
