The global memory chip shortage is deepening in early 2026, as relentless AI-driven demand strains supply chains and begins to reshape market winners and losers, Oxford Economics warns.

The big three memory chip makers are reportedly becoming stricter when it comes to who buys their chips, ensuring that the demand is real before allowing customers to get them.

The historic build-out of AI infrastructure is driving the shortage of memory chips. The components Manufacturers have ...

Reuters reported that China has approved sales of Nvidia's H200, sending the AI chip giant's shares higher in premarket trade ...

Shares of U.S. chip manufacturers were moving higher on Friday morning after a report that the Trump administration is considering a new plan to move more chip production stateside. In another effort ...

AI spending is expected to stay elevated in 2026.

AI companies’ need for a once obscure and affordable type of microchip threatens to drive up prices of all electronics—and ...

TL;DR: The Trump administration plans substantial tariffs on imported chips to encourage domestic semiconductor manufacturing, potentially reaching 100% under Section 232. Exemptions include key ...

Semiconductor chip manufacturing, despite a pandemic-related lull, is surging in the U.S. and Europe. December 23, 2025 Semiconductor chip manufacturer GlobalFoundries is planning to grow its European ...

Syrma SGS and Dixon Technologies are eyeing semiconductor manufacturing after the announcement of the India Semiconductor ...

The Trump administration reportedly wants U.S. companies to manufacture the same amount of chips stateside as customers are importing from abroad Shares of GlobalFoundries were up more than 8% at the ...