# memory chips
Latest news and articles about memory chips
Total: 5 articles found
Smartphone Recovery Delayed Until Late 2027–Early 2028, Forcing OEMs to Trade Off Cost, Performance and Innovation
Counterpoint Research warns that the smartphone market will not normalise before late 2027 and could stretch into early 2028 as rising storage‑chip costs and weak demand squeeze margins. OEMs are responding by cutting models, delaying launches, optimising high‑end configurations and considering cloud offload to reduce hardware pressure.
China Stocks Slide Over 2% as Broad Sell-Off Sees Hundreds of Limit-Downs, Memory Chips Hit Hard
China’s major stock indices fell more than 2% as widespread selling pushed 123 companies to daily limit-downs and over 4,600 stocks lower. Liquor and some power-equipment shares bucked the trend, while non-ferrous metals and memory-chip related names suffered steep losses amid declining turnover.
SK Hynix Weighs U.S. AI Investment Hub to Centralise Group’s AI Bets
SK Hynix is exploring the creation of an AI investment arm in the United States to centralise group-level AI investments and speed strategic decisions. The plan would place the company closer to cloud customers, AI start‑ups and investors, and could shift SK Hynix toward higher‑value participation in the AI infrastructure ecosystem.
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.
How AI’s Appetite for Memory Is Turning Chip Windfalls Into an ‘AI Tax’ on Consumers
SK Hynix and Samsung are reallocating memory capacity to serve AI data centres, driving a surge in HBM and SSD demand that has pushed memory prices sharply higher. The result is higher costs and stealth downgrades for consumer devices, with ordinary buyers effectively shouldering the bill for large‑scale AI infrastructure build‑outs.