Data centers will consume 70 percent of memory chips made in 2026...

Could memory chip shortages, price hikes put tech earnings at risk?

Prices for memory chips are forecast to soar in 2026. but what just as bad/even worse it looks like chip customers are looking at serious supply shortages during the year. Higher prices and supply shortages could be enough to put earnings at risk at some high multiple cloud and AI companies.

Data centers will consume 70 percent of memory chips made in 2026...

​ The shortages are driven by explosive AI demand, and the latest report says that up to 70 percent of the memory produced worldwide in 2026 will be consumed by data centers. However, those specific topics have yet to be part of the global zeitgeist. That's quickly changing, as evidenced by a Wall Street Journal article (WSJ) describing just how dire the situation is, and how the fallout from the RAM shortage is set to irradiate several markets…

Warning signs for semiconductor market forecasts amid AI boom

Semiconductor market researchers are at odds on the impact of AI on the supply of chips in 2026. While all see strong growth, some are predicting that the market has fundamentally changed, and that the market will top one trillion US dollars by the end of this year. That is not possible as there is […] The post Warning signs for semiconductor market forecasts amid AI boom appeared first on eeNews Europe.