# Micron
Latest news and articles about Micron
Total: 4 articles found
AI’s Hunger for Memory Could Keep Global Chip Shortages Dragging On Until 2027
Synopsys CEO Sassine Ghazi warns that the current memory-chip shortage, driven by heavy demand from AI data centres, is likely to last through 2026 and potentially into 2027. Concentrated production, long lead times for new fabs and booming demand for HBM mean elevated prices and allocation pressures may persist, benefiting memory suppliers but squeezing device makers and other industries.
U.S. Stocks Open Modestly Higher as Memory Shares Lead Gains, Kraft Heinz and Netflix Drag
U.S. markets opened modestly higher, led by gains in memory and storage stocks as investors bet on data-centre and AI-driven demand. Kraft Heinz tumbled after Berkshire registered a large share sale, and Netflix fell after disappointing profit guidance and a pause to buybacks tied to a Warner acquisition.
Washington’s 100% Tariff Ultimatum Forces Chipmakers to Choose: Pay or Build
The U.S. has begun imposing tariffs on certain imported semiconductors and warned foreign memory makers that failure to expand production on U.S. soil could trigger duties up to 100%. South Korea’s government and firms such as SK Hynix are urgently reassessing strategy amid rising uncertainty, while the policy risk accelerates a geopolitical reorganisation of global chip supply chains.
Memory Prices Rocket as AI Squeezes Supply Chain — Devices, OEMs and Shoppers Feel the Pinch
A sharp surge in memory and SSD prices driven by AI-related demand is pushing up the cost of laptops, phones and assembled PCs while inflating profits at major memory makers. Industry insiders expect the tightness to persist through 2026 as capacity expansion lags explosive demand for AI-optimised storage.