Monday, 19 January, 2026
Global AI Boom Triggers Prolonged Memory Chip Shortage
Micron Technology warns that the global memory chip shortage will likely persist beyond 2026, driven by insatiable demand from AI data centers. As a leading provider of high-bandwidth memory (HBM) essential for generative AI, Micron is retooling facilities and increasing capital expenditure to $20 billion. This supply-demand imbalance is significantly driving up chip prices, benefiting manufacturers but posing long-term cost challenges for the broader electronics.
Read full story at Economic Times